Let the experts guide you
It’s vital to stay on top of the latest updates and developments in trust, estate and gift taxes especially with the current economic disruption, SECURE Act implementation, significant changes in rules and regulations, and the evolving political landscape.
During the Advanced Estate Planning sessions, you’ll get no-nonsense advice and high-level tax training, you’ll acquire new estate planning techniques to help your clients, and you’ll receive critical coverage of the latest issues and opportunities – all from experts in the estate planning field.
Can't-miss sessions
Session 1
ENG2105. 2021 IRA and Retirement Planning Update
Session 2
ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now!
Session 3
ENG2121. Planning for Those Under $10 Million
Session 4
EST2101. Current Developments in Estate Planning
Session 5
EST2108. IRS 706/709
Session 6
EST2106. A View from the Trenches - Current Issues in Estate and Gift Tax Audits
Who Will Be There
- Estate planners
- Financial planners
- Tax advisers
- Attorneys
- Insurance advisors
Use your All Access pass to access these other focus areas within ENGAGE
Advanced Accounting and Auditing (NAAATS)
Advanced Personal Financial Planning
Advanced Estate Planning
Tax Strategies for the High-Income Individual
AICPA Practitioners and TECH+
EDGE Career Development
Corporate Finance
Sports and Entertainment Management
Diversity, Equity & Inclusion
CPAFMA National Practice Management Conference
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