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PRESERVING YOUR CHALLENGES UNDER THE ADMINISTRATIVE PROCEDURES ACT
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WHAT'S NEW AT LB&I: KEY DEVELOPMENTS AND INITIATIVES
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DOES ANYBODY RESIDE HERE? REPRESENTING TAXPAYERS IN NYS RESIDENCY AUDITS
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KEYNOTE ADDRESS: OFFICE OF THE TAXPAYER ADVOCATE - 20 YEARS LATER
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BLURRING THE LINES: WHEN IS TAX ADVICE SUBJECT TO THE ATTORNEY CLIENT PRIVILEGE?
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART I
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OVERBROAD INFORMATION DOCUMENT REQUESTS AND DEMANDS TO INTERVIEW THE TAXPAYER
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AREAS OF CONTROVERSY UNDER THE TCJA
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NEW YORK STATE'S USE OF THE FALSE CLAIMS ACT AS A TOOL OF TAX ENFORCEMENT
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A PRIMER ON THE EFFECTIVE USE OF EXPERTS IN TAX COURT CASES
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TAX COMPLIANCE AND ENFORCEMENT UPDATE PART II
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I WOULD RATHER PAY LESS PLEASE: HOW TO MAKE EFFECTIVE OFFERS IN COMPROMISE
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WHY DO I OWE TAX WHEN IT'S NOT MY MONEY? WITHHOLDING PAYMENTS TO FOREIGN PERSONS
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LITIGATING FOREIGN ASSET REPORTING TAX PENALTIES: THE CONTROVERSIES CONTINUE
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WHEN IS THE UPDATED VOLUNTARY DISCLOSURE PRACTICE THE BEST CHOICE?
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OUT OF TIME, OUT OF LUCK? HOW TO REQUEST RELIEF FOR A LATE OR MISSED ELECTION
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UNDERSTANDING THE SCOPE OF PRIVILEGES IN CROSS-BORDER AUDITS AND INVESTIGATIONS
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KEYNOTE ADDRESS: STATE OF THE IRS - PRESENTED BY IRS COMMISSIONER CHARLES RETTIG
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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EXPATRIATE TAXATION - A DEEPER DIVE
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
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MISCLASSIFICATION OF WORKERS: THE BATTLE BETWEEN 1099 VS W-2
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TAXATION OF IRAs AT DEATH
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ESTATE PLANNING STRATEGIES FOR MEDIUM AND HIGH NET WORTH CLIENTS POST TCJA
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1099: BEYOND THE BASICS
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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EARNED INCOME TAX CREDIT
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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EDUCATION TAX BENEFITS
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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HOME OFFICE DEDUCTION
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THE SECTION §199A PASS-THROUGH DEDUCTION
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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BASIC INDIVIDUAL TAXATION
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SCHEDULE C OF FORM 1040
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TAX PROCEDURE
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TAX FEATURES & CAPABILITIES IN EMONEY ADVISOR'S FINANCIAL PLANNING PLATFORM
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INTERNATIONAL CROSS BORDER TRANSACTIONS
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IS ESTATE PLANNING DEAD FOR THOSE WHO ARE NOT SUBJECT TO THE ESTATE TAX?
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§1031 LIKE-KIND EXCHANGES
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EXPLORING THE CPA'S EXPANDING ROLE IN A CLIENT'S TAX AND FINANCIAL PLANNING
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TAX EFFICIENT CHARITABLE GIVING STRATEGIES
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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1099-MISC: BOX BY BOX
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MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
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WORKING WITH SCHEDULE C TAXPAYERS WITH INCOMPLETE RECORDS
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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NON-FILERS: A DIFFERENT TYPE OF CIENTELE
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ADVISING A FAMILY AFTER THE DEATH OF A LOVED ONE: TAX & FINANCIAL CONSIDERATIONS
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TAXATION OF US EXPATRIATES: TAX YEAR 2019
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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INTERNATIONAL TAX TREATIES
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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CARES ACT ENFORCEMENT: WHAT CAN WE EXPECT FROM THE IRS?
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TAXPAYER PENALTIES, PROMOTER PENALTIES AND FRAUD REFERRALS
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PUERTO RICO TAX INCENTIVES: HOW TO GET YOUR CLIENTS TO THE 4% TAX BRACKET
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UPDATES FROM IRS CHIEF COUNSEL AND INDEPENDENT OFFICE OF APPEALS
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UPDATES FROM HEAD OF IRS COLLECTION AND THE TAXPAYER ADVOCATE
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THE IMPACT OF THE TAX CUTS & JOBS ACT ON LIFE INSURANCE PLANNING
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Deathandtaxes clarkhill selfstudy

DEATH AND TAXES: ESTATE PLANNING FUNDAMENTALS FOR ACCOUNTANTS

CPE Processing Fee$10.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00141-17-S
Subject Area Taxes (Federal Tax)
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateAug 15, 2018
Date OfferedAug 15, 2018
Course Description

Accountants are often confronted with estate tax and estate planning issues, from assisting attorneys with transfers following a client's death to filing tax returns for trusts and estates. This course will cover the basics of estate planning, including an overview on wills, trusts, and powers of attorney, as well as introduce accountants to some advanced estate planning techniques. The course will also cover various tax implications involving trusts and estates, including a review of the estate tax, gift tax, and generation skipping tax.

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QUESTION 1: 0:14 minutes
QUESTION 2: 0:26 minutes
QUESTION 3: 0:45 minutes
Frequently Asked Questions
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  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
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  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Josh Wu advises large corporations, mid-size businesses, startup companies, and high-net-worth individuals on all aspects of federal tax law. He has particular experience with resolving complex IRS audits, administrative appeals, civil tax litigation, offshore trusts and assets, multijurisdictional investigations, and IRS collection matters.

Josh represents clients in an array of tax controversies and tax litigation matters before the Internal Revenue Service (IRS), the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Court of Appeals for the Federal Circuit.

He regularly helps clients respond to IRS information document requests, manage electronic discovery, prepare for interviews with the IRS, and navigate procedural issues.

Prior to joining Clark Hill Strasburger, Josh worked for several international law firms, including Latham & Watkins LLP, and has been quoted in major news outlets such as The Street, Federal Tax Weekly, and Business News Daily.

Lisa Bianculli Hutter is the Senior Director of Planning for the Southwest Region of Wells Fargo Private Bank.  Ms. Hutter leads a team of wealth planning managers and specialists who work to understand and help clients accomplish their goals in the areas of financial and estate planning as well as business succession and family dynamics.

Ms. Hutter has conducted seminars on various planning topics and has had multiple articles published in academic and trade journals.  She has also been interviewed as a subject matter expert for a range of diverse media channels.  In addition, Ms. Hutter established the Women of Influence Committee which focuses on supporting women in achieving their financial goals, honoring their contributions to their communities and providing them planning and advisory resources.

Prior to joining Wells Fargo, Ms. Hutter gained experience working at National Trust Companies and brokerage firms.  She also spent time at a big four CPA firm and practiced law as a solo practitioner. Throughout her career, Ms. Hutter advised closely held and family business owners, senior corporate executives, and non-traditional families.  She has also assisted families in establishing, implementing and monitoring their philanthropic aspirations and educating the next generation about estate planning.

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Clark Hill is a multidisciplinary international law firm that draws on its attorneys’ comprehensive industry and policy knowledge, deeply held shared values, and a global network of premier firms and advisors to provide effective legal solutions and client-service excellence. One of the top 100 firms in the United States — with over 600 attorneys and professionals in 25 offices across the nation, as well as offices in Dublin and Mexico City, we are a committed partner to a diverse range of leading brands, forward-thinking businesses, public entities, nonprofit organizations and individuals. Our significant presence in Washington, DC, and our deep government relations and public affairs experience at every level help ensure that our clients’ voices are heard in the development of federal and state regulatory policy and legislation.