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Tax Year-End Update Part 2: Private Client Services Individual Year-End Tax Planning

December 12, 2017
2:00 PM to 3:30 PM EST

  • Summary
  • CPE Information
  • Presenters
This session will provide updates for the Private Client Services practice area, including updates relevant to trust, estate, gift tax planning, and individual income taxation. Included will be a discussion of any significant legislative, judicial, or administrative developments. The session will include a discussion of selected topics, including life insurance, post-mortem planning, other estate planning - including grantor retained annuity trusts and family partnerships - and charitable planning.
Webinar Learning Objectives:
  • Review the most recent updates as to the status of tax reform.  
  • Review the impact that tax reform has on current planning.         
  • Review recent updates relevant to trust, estate and gift tax planning.
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: Update
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
John Nuckolls, Private Client Services Technical Practice Leader, National Tax Office, BDO USA, LLP

Traci Kratish Pumo, Private Clients Services Managing Director, National Tax Office, BDO USA, LLP