Tuesday, 07 February 2023
Tuesday, 07 February 2023 19:00
Thom presents for the FICPA Volusia Chapter on techniques CPAs can use to assist their clients with newly proposed IRA distribution regulations, in his seminar, "Shrinking the Estate Tax Target: What CPAs Need to Know" at the LPGA in Daytona Beach
Shrinking the Estate Tax Target: What CPAs Need to Know
In this seminar, we discuss using the full estate tax exclusion before it is reduced in 2026. Attendees will learn techniques that can reduce overall estate taxes for their clients. These techniques include using QPRTs, GRATs, CRTs, and IDGTs. IRA planning and provisions that provide flexibility for future changes in the law are also discussed.
Wednesday, February 8th @ 5 PM ET
Visit the FICPA website for more information.
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