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Navigating the Portability Rules (AICPA Advanced Estate Planning Conference)

June 12, 2018 @ 9:30 am - 10:20 am

Estate Planning Conference - Delaware CPA

Jordon N. Rosen, CPA, AEP will be presenting during 3 sessions at the AICPA Advanced Estate Planning ConferenceAICPA Engage!

Navigating the Portability Rules

June 12, 2018

9:30 AM — 10:20 AM

Portability is a game changer. This session will cover the requirements and technical aspects of making the election, how to prepare Form 706 when making the election, compare portability to using conventional credit shelter trusts, QTIP trusts and QDOTs, state tax issues and basis issues.

Learning objectives:
• Learn how to decide whether making the portability election will benefit the estate compared to other planning techniques.
• Learn how to complete Form 706 to elect portability.

For additional information, please visit the AICPA Advanced Estate Planning Conference page or the AICPA Engage website.


MGM Grand
3799 S. Las Vegas Blvd
Las Vegas, NV 89109
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