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Self-Study CPE
FEDERAL INCOME TAX CHANGES - 2017
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ESTATE TAX PLANNING
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10 NEW PRODUCTIVITY FEATURES IN PROCONNECT TAX ONLINE
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2018 ANNUAL TAX SEASON UPDATE
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AUDITING THE ERO
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CANCELLATION OF DEBT
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REASONABLE COMPENSATION FOR SHAREHOLDER-EMPLOYEES OF S-CORPS
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TAX LAW CHANGES: WHAT YOU NEED TO KNOW
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FOREIGN NATIONAL TAXATION - A DEEPER DIVE
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Mccarter taxreform

TAX REFORM: WHAT DOES IT MEAN FOR ESTATES AND TRUSTS?

Cost Free   CPE Credits 1.0 hour     1 hour for EAs (Federal Tax Update)    Course Id# - HURS9-U-00231-18-O  Subject Area Taxes  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Other 
Series: Tax Reform, Enrolled Agents, Taxes 
Course Description

The Tax Cuts & Jobs Act greatly impacts the work of accountants and other tax professionals who practice in the areas of trusts and estates.  This webinar will review the relevant provisions of the new tax act, as it impacts the taxation of estates and trusts.  Among the specific topics we will cover are:


  • How your clients can take advantage of the doubled exemption,

  • A reexamination of common estate planning techniques,

  • The effect of credit shelter trusts in light of the new tax act,

  • How the legislation affects the generation-skipping transfer tax, and

  • The legislation’s effect on fiduciary income taxation.

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Timothy Ferges

McCarter & English, LLP
Trust and Estate Attorney
tferges@mccarter.com
(973) 639-2022

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Tim Ferges concentrates his practice in all areas of trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration.  He advocates for clients in disputed estate and trust matters before the courts of New Jersey and New York.  His matters include will contests, in which he brings and defends challenges to wills on grounds of lack of testamentary capacity, undue influence, fraud, and other claims.  Mr. Ferges also brings and defends breach of fiduciary duty claims and handles contested accounting proceedings, will and trust construction matters, and other fiduciary disputes.  He represents beneficiaries, individual fiduciaries, large institutional trust companies, as well as charitable and non-profit organizations in those disputes. 

Mr. Ferges further counsels high net worth individuals and families in estate planning and estate administration matters.  He works with clients to reach their estate planning goals while integrating asset protection and minimizing exposure to income and transfer taxes.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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McCarter & English, LLP is a firm of approximately 400 lawyers with offices in Boston, Hartford, Stamford, New York, Newark, East Brunswick, Philadelphia, Wilmington and Washington, DC. In continuous business for more than 170 years, we are among the oldest and largest law firms in America.