Tuesday, November 9, 2021, 1:00 PM - 2:00 PM, ET
Presenter: Jim Blase, CPA, JD, LLM
James G. Blase, CPA, JD, LLM will present on immediate tax planning considerations in light of the new tax proposals for trusts established and fully funded prior to and after the effective date, as well as minimizing the effect of possible new grantor trust rules and incorporating protective clauses in irrevocable trusts. In addition, Mr. Blase will address drafting trusts to minimize income tax in light of the SECURE Act, the net investment income tax, and increased capital gains tax rates.
This course is complimentary for all attendees.
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
1.0 credits pending (National CFP Board)
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0
Field of Study: Taxation
Advance Preparation: None
Review Date: 11/2/2021
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In order to be awarded the full credit hours, you must be present during the entire program.
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