Navigating the Portability Rules and How it Can Be a Game Changer for Your Clients
Date/Time
6/27/2024
12:00 PM - 2:02 PM Central
Course Registration
Member: $79.00
Non-Member: $99.00
Credits
2 Credits
Event Type(s)
Webinars
Event Description

This course helps the practitioner understand not only how to make the portability election, but how it can provide overall tax benefits to surviving spouses and beneficiary of estates that fall below the federal estate exclusion amount.  We will look at who should and can make the election, how the election is made and how to opt out, the requirements for filing Form 706, along with comparing the benefits of electing portability to conventional credit shelter trust planning.

**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 leighanne.conroy@acpen.com.
 


Speakers:
Arthur Werner
Jordon Rosen, CPA, MST, AEP®
Location
Webinar
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