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DTSTART;TZID=America/New_York:20250611T180000
DTEND;TZID=America/New_York:20250611T193000
DTSTAMP:20260404T034835
CREATED:20250612T200401Z
LAST-MODIFIED:20250612T201548Z
UID:10000444-1749664800-1749670200@www.belfint.com
SUMMARY:AICPA Engage 2025 Conference: Estate Planning for the 99%
DESCRIPTION:Karly Laughlin\, CPA\, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE25 Conference! \nAICPA & CIMA Engage 2025: Estate Planning for the 99% \n\n\nJune 11\, 2025 \n\n\n\n\n3:00 PM — 4:15 PM PDT \n6:00 PM — 7:15 PM EDT \n\n\nThis session will look at why estate planning is critical for the modest estate owner and review post-mortem tax\, administrative\, and fiduciary elections with an emphasis on the portability election vs. conventional credit shelter trust planning. We will also walk participants through the process of filing the decedent’s final income tax return and relevant elections\, and look at the issues when the decedent was a partner in a partnership or S corporate shareholder at the time of death. \nLearning Objectives: \n\nRecognize why planning is critical for those with estates under $13 million and how planning could be impacted under the new administration.\nRecognize the various post-mortem tax elections and why the portability election could be significant.\nIdentify the various elections\, including applicable business elections\, available when filing the decedent’s final income tax return.
URL:https://www.belfint.com/event/aicpa-engage-2025-estate-planning/
LOCATION:ARIA Resort & Casino
CATEGORIES:BLS Speaking Engagement
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