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DEATH AND TAXES: ESTATE PLANNING FUNDAMENTALS FOR ACCOUNTANTS
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EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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EARNED INCOME TAX CREDIT
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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EDUCATION TAX BENEFITS
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REASONABLE COMPENSATION FOR SHAREHOLDER-EMPLOYEES OF S-CORPS
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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INDEPENDENT CONTRACTOR DILEMMA: 1099 VERSUS W-2
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1099 HEADACHES
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TAX TREATMENT OF LIFE INSURANCE PROCEEDS
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EARNED INCOME TAX CREDIT DUE DILIGENCE
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AFFORDABLE CARE ACT: EMPLOYER RIGHTS & RESPONSIBILITIES
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THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
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PUERTO RICO ACT 20/ACT 22 – THE UNBELIEVABLE NEW TAX STRATEGY
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INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
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TAXES IN EMONEY: FINANCIAL PLANNING AFTER THE TAX CUTS AND JOBS ACT
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TAX CUTS & JOBS ACT: INDIVIDUAL TAX PREPARATION
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§199A FINAL REGULATIONS FINALLY DROP: CHOICES, CHOICES – WHICH WAY TO GO?
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§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
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THE SECTION 199A PASS-THROUGH DEDUCTION
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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TAX REFORM: OVERVIEW
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INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
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TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
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IRS FORM 1099 REPORTING: REPORTING REQUIREMENTS
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2019 TAX SEASON CHAOS: DISCLOSURE? DON’T FILE AN UNCERTAIN TAX RETURN WITHOUT IT
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MANAGING COMPLEX IRS AUDITS OF MIDSIZE BUSINESS TAXPAYERS - EXPANDED
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FORM 1041: UNIQUE ASPECTS TO TAX ACCOUNTING FOR TRUSTS AND ESTATES
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QUALIFIED OPPORTUNITY ZONES: BRAND NEW PROPOSED REGULATIONS ROUND 2
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2020 ANNUAL FEDERAL TAX SEASON UPDATE
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TAXATION OF IRAs AT DEATH
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WHAT CPAS AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
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Self study cpe
The Impact of the Tax Cuts & Jobs Act on Life Insurance

THE IMPACT OF THE TAX CUTS & JOBS ACT ON LIFE INSURANCE

CPE Processing Fee$10.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE1.0
1 hour for EAs (Federal Tax Update)
Course Id# - HURS9-U-00307-18-S
Subject AreaTaxes
Course LevelIntermediate
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateMar 25, 2019
Date OfferedApr 04, 2019
Course Description

This session will cover the impact of the new tax law on life insurance in estate and business planning. You will learn how to best use life insurance in estate planning after the "TCJA" and learn about new planning opportunities with life insurance. The webinar will address the following key questions:


  • Should clients keep existing policies if their estates are not taxable?

  • How can clients use the increased gift and GST exemption in their life insurance planning?

  • What opportunities are there for C corporations?

  • How does the new 199A deduction relate to estate planning?

  • What is the effect of the new basis rule for life settlement

Learning Objectives

  • Identify ways that new tax rules affect life insurance and financial planning.

Not logged
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 00:19:00 minutes
QUESTION 2: 00:42:00 minutes
QUESTION 3: 00:53:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • 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).
  • Print your own certificate of completion on the spot upon passing the exam.
  • 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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Lee Slavutin practiced as a surgical pathologist at Lenox Hill Hospital until 1982. In 1983 he entered the life insurance business. Lee’s medical qualifications are an important part of his specialty, which is serving high net worth individuals seeking substantial life insurance policies. Lee is a well-known public speaker and educator for the legal and accounting professions including the American Law Institute/American Bar Association and the American Institute of Certified Public Accountants. He has written and published over 170 articles on the complex legal and technical aspects of securing life insurance for estate tax planning. His text book published by Thomson Reuters, A Guide to Life Insurance Strategies, is in its 19th edition. Lee has served as a director of the Association of Advanced Life Underwriters and the Estate Planning Council of New York. He is on the editorial advisory board of Tax Hotline and is a member of the CCH Estate and Financial Planning advisory board. Lee testified before the New York State Senate in 1990 and worked with the United States General Accounting Office on the effectiveness of the insurance company rating firms.  

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Presenter

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Preparing for that next step in life isn't always easy. The road to financial stability can seem complicated, time consuming, and difficult — perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.

Whether you are preparing for a milestone life event, such as retirement or the sale of a business, or simply looking for financial protection for the future, our Financial Services Representatives promise to offer you a new level of attention, insight, and guidance.

We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Services Representatives, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to monitor your progress and help ensure you are on track to achieving your goals.