SPEAKER: Arthur J. Werner, Esq.
DATE: Any Full Day or 2 Half-Days Dec. 24-28, or 31
or January 9, 2024 or 2 Half-Days 1/9 & 1/10
or Any Full Day or 2 Half-Days January 22-25
or Any Full Day or 2 Half-Days February 5-8
TIME: Full Day Option: 8:50 A.M. - 5:10 P.M. Eastern
8:50 - 10:45 Welcome & Lecture
10:45 - 11:00 Coffee Break
11:00 - 12:30 Lecture
12:30 - 1:30 Lunch (on your own)
1:30 - 3:15 Lecture
3:15 - 3:30 Coffee Break
3:30 - 5:00 Lecture
5:00 - 5:10 Wrap-up
Half Day Option: View Anytime Between 9AM-5PM Eastern on each day.
LOCATION: All New (2022) Pre-Recorded Webinar
This seminar reviews and updates the latest rules for Federal estate taxation as well as the co-ordination with NYS estate tax rules. Planning and new strategies are emphasized. A line-by-line discussion of the New York ET-706 is highlighted together with the Federal 706 estate tax form. This is a truly unique and must-attend seminar.
Topics & Learning Objectives Include:
- New Estate Tax Rules Under TCJA
- Estate Tax Issues & Planning Techniques
- Portability Rules
- Form 706 - Federal Estate Tax
- Estate Planning for NY, NJ, and CT
- New York ET-706
Arthur Werner is one of the most prominent Federal Tax lecturers in the nation, with a special expertise in Estate, Trusts and Elder Law issues.