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Estate Planning Post Tax Reform

July 31, 2018
1:00 PM to 2:30 PM EST

Megan Williams
  • Summary
  • CPE Information
  • Presenters
  • Registration Update
The 2017 tax reform legislation included tax law changes to gift, estate and generation skipping tax. In this webinar we will discuss the importance of managing tax basis as part of the estate planning process, rationale for reviewing, and possibly revising, all estate tax plans, and post-tax reform considerations that impact international estate tax planning.
Learning Objectives:
  • Identify tax legislation changes to gift, estate and generation-skipping tax.
  • Identify changes to estate planning and administration post tax reform.
  • Recognize post-tax reform international estate planning opportunities. 

Delivery: The webinar will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Credits: 1.5 CPE Credits in the field of Tax
Program Level: Basic
BDO USA, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Jack Nuckolls – Private Client Services Managing Director & National Senior Technical Director

Traci Kratish – Private Client Services Managing Director & National Technical Director
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