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DTSTAMP:20260506T052924
VTIMEZONE:America/Chicago
DTSTART:20261130T150000Z
DTEND:20261130T224100Z
UID:501272
SUMMARY:Cutting-Edge Estate and Financial Planning Trends
LOCATION:Webinar
DESCRIPTION:Cutting-Edge Estate and Financial Planning Trends\n\n11/30/26 09:00 AM CST\n - 11/30/26 04:41 PM CST\Description:\nWith the new administration proposing significant tax changes, estate and financial planning strategies must adapt to stay ahead. This course equips financial professionals with the latest techniques and insights into evolving tax laws, domicile considerations, and wealth transfer strategies. Participants will explore how potential reductions in estate and gift tax exemptions, new compliance requirements, and advanced IRA distribution planning may impact client strategies.
 With a focus on practical application, this course provides actionable strategies for charitable giving, domicile considerations, and estate tax efficiency to help practitioners optimize outcomes while ensuring compliance with new and anticipated tax regulations.
 *Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com
 Speakers:Arthur Werner\Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Cutting-Edge Estate and Financial Planning Trends<br /><br />11/30/26 09:00 AM CST - 11/30/26 04:41 PM CST<br />Description:<br /><p>With the new administration proposing significant tax changes, estate and financial planning strategies must adapt to stay ahead. This course equips financial professionals with the latest techniques and insights into evolving tax laws, domicile considerations, and wealth transfer strategies. Participants will explore how potential reductions in estate and gift tax exemptions, new compliance requirements, and advanced IRA distribution planning may impact client strategies.</p>

<p>With a focus on practical application, this course provides actionable strategies for charitable giving, domicile considerations, and estate tax efficiency to help practitioners optimize outcomes while ensuring compliance with new and anticipated tax regulations.</p>

<p>*Please Note:&nbsp; If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to <a href="mailto:kori.herrera@acpen.com">kori.herrera@acpen.com</a></p>
<br><b>Speakers:</b><br>Arthur Werner<br><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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