CPAR Taxes

CPAR - 2019/July, Seg.03 - Mid-Year Planning: From Taxes to Estates

Course Overview
This is the time of year when tax preparers, besides addressing the vast number of returns that are on extension, are meeting with many of their clients to develop mid-year planning strategies. Edward Renn, a partner at Withers Bergman LLP, reminds advisers of how and why their clients could benefit from an updated will and estate plan, as well as why so many individuals with capital gains are considering investments in opportunity zones before year-end.

Learning Objectives:

Upon successful completion of this segment, you should be able to:

  • Explain why many Americans believe it is no longer an issue to die without a will;
  • Distinguish when basis could be "bumped up" after property is in a qualified opportunity fund for ten years versus when it is in a like-kind exchange for ten years;
  • Define what types of property are considered "section 1231 assets"; and
  • Identify how proposed legislation would affect the property in IRAs and retirement plans that is inherited by children and grandchildren.

Prerequisites/Advanced Preparation:

Work experience in tax planning or tax compliance, or an introductory course in taxation.

Speaker / Author:

SmartPros Ltd. is a leader in online and offline continuing education for accounting, finance and engineering professionals. With over 2,000 hours of content, SmartPros has been providing mandatory continuing education products since 1981. SmartPros provides services and content to its professional and corporate clients, in a variety of media including Web, CD-ROM, and video. In the accounting market, SmartPros also has a predominant news and information portal which receives 200,000+ visits per month and provides services to over 100,000 subscribers. SmartPros' customers include 50% of the Fortune 500, as well as the major firms and associations in each of its professional markets.

Price (USD)

Standard: $69.90


Course Code : CPAR1401-FM

Length : 1hr 40min
Course Level : Update
Course Type : Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Taxes

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