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AICPA Engage 2022 Conference – Estate Planning for Non-Taxable Estates 10M and Less

June 8 @ 5:00 pm - 6:30 pm

Engage 2022

Jordon N. Rosen, CPA, MST, AEP, (Distinguished) and Karly Laughlin, CPA will be presenting at the AICPA & CIMA ENGAGE22 Conference!

AICPA & CIMA Engage 2022: Estate Planning for Non-Taxable Estates $10 Million or Less

June 8, 2022

2:00 PM — 3:15 PM PDT

5:00 PM — 6:15 PM EDT

Session Information: https://agenda.aicpastore.com/sessions/eng2217

This session will cover the importance of planning for the modest estate owner, making the portability election vs. use of a credit shelter trust, state death tax considerations, filing the decedent’s final return including the use of losses, disclaimers, administrative and fiduciary elections available to the executor including Sections 645 and 663(b), gift tax elections, along with elections available if the decedent was an owner in a partnership or S corporation, and much more!

Learning Objectives:

  • Participants will learn the mechanics and how to file to elect portability.
  • Participants will learn the various administrative and fiduciary elections and filing options available for the decedent’s final income tax return.
  • Participants will learn the benefits of Roth conversions, life insurance planning and lifetime gifting for the modest estate owner.


June 8
5:00 pm - 6:30 pm
Event Category:

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