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DTSTART;TZID=America/New_York:20220608T170000
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DTSTAMP:20260406T170530
CREATED:20220203T164526Z
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UID:10000202-1654707600-1654713000@www.belfint.com
SUMMARY:AICPA Engage 2022 Conference - Estate Planning for Non-Taxable Estates 10M and Less
DESCRIPTION:Jordon N. Rosen\, CPA\, MST\, AEP\, (Distinguished) and Karly Laughlin\, CPA will be presenting at the AICPA & CIMA ENGAGE22 Conference! \nAICPA & CIMA Engage 2022: Estate Planning for Non-Taxable Estates $10 Million or Less \n\n\nJune 8\, 2022 \n\n\n\n\n2:00 PM — 3:15 PM PDT \n5:00 PM — 6:15 PM EDT \n\nSession Information: https://agenda.aicpastore.com/sessions/eng2217 \n\nThis 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! \nLearning Objectives: \n\nParticipants will learn the mechanics and how to file to elect portability.\nParticipants will learn the various administrative and fiduciary elections and filing options available for the decedent’s final income tax return.\nParticipants will learn the benefits of Roth conversions\, life insurance planning and lifetime gifting for the modest estate owner.
URL:https://www.belfint.com/event/aicpa-engage-2022-estate-planning/
CATEGORIES:BLS Speaking Engagement
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