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Do existing estate plans hit the target or miss the boat now and later? A recent study indicates only 3% of current estate plans in America currently hit the mark appropriately in light of recent estate and gift tax law developments. This four-hour morning course helps you to focus on and hit the mark.

Objectives

To learn relevant recent estate and gift tax law developments and their impact on planning. This course takes a hard hitting, thorough look at recent developments affecting estate and gift planning

Highlights

  • How rising income tax rates affect estate planning 
  • Recent development potpourri 
  • Do your and your client's existing estate plan hit the mark or miss the boat? 
  • The latest and current odds of more Congressional meddling 
  • Avoid being blindsided by state estate or inheritance taxes 
  • Trends in recent IRS enforcement activity 
  • Recent court cases and IRS guidance 
  • Recent valuation discount victories and victims 
  • IRS current attack on FLPs and FLLCs and courts' reaction

Who Will Benefit

CPAs and other interested persons desiring an update as to recent important estate and gift tax developments and to know how to best proceed given the current environment

Credits

Category Amount
Tax 4.00

Leaders

  • Bradley P. Burnett

    Bradley Burnett, J.D., LL.M., is a practicing tax attorney in Colorado with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns. Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank and managed the tax department as partner in a medium-­-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program. Mr. Burnett has delivered more than 2,900 presentations on U.S. tax law, tax planning and ethics to CPAs, attorneys, enrolled agents, civic groups and corporations throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored the texts of 30 CPE (or CLE) courses, authored and taught tax materials for Commerce Clearing House (CCH), Practitioner Publishing Company (PPC) and written articles for national and local tax journals over the past 30 years. Bradley served for four years as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch-­-hit in the IRS practice and procedure field. He has also appeared on television answering tax questions for call-­-in viewers of Denver NBC affiliate KUSA Channel 9. Brad has received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top rated, most requested instructor for CPA Society annual tax conferences. Burnett’s seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte’ is the candid communication of practical ideas relating to tax law.

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