9:00 AM - 5:00 PM Central
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.
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
| 11/24/2025 |    |
