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Self-Study CPE
FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART I
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FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART II
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INTRODUCTION TO INTUIT PROCONNECT PROSERIES: TAX SOFTWARE DEMONSTRATION
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INTRODUCTION TO INTUIT PROCONNECT LACERTE: TAX SOFTWARE DEMONSTRATION
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FEDERAL INCOME TAX CHANGES - 2017
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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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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TAXATION OF IRAs AT DEATH
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2018estateplanning proskauer

2018 ESTATE PLANNING UPDATE

Cost Free   CPE Credits 1.0 hour   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
Other 
Series: Taxes 
Course Description

This course will review the most recent cases and rulings that apply to the estate, gift and generation-skipping tax. Discussion will also cover the new tax bill and its impact on estate, gift and generation-skipping tax – including a discussion of planning techniques that make the most sense in light of the changes to the tax law. In addition, a review of the Lenders Management case and its impact on the ability to deduct investment advisory fees will be considered.

Learning Objectives

  • Understand new cases and rulings in the estate, gift and generation-skipping tax law.

  • Understand the new tax bill and how it impacts planning in the estate, gift and generation-skipping tax areas.

  • Understand how Lenders Management (in the right case with the right set of facts) might provide a way to deduct investment advisory fees where the new tax bill generally eliminates that deduction.

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Andrew M. Katzenstein is a partner at Proskauer Rose LLP, practicing out of the Los Angeles office.  Andy’s practice involves estate, gift, and generation-skipping tax planning, income tax of trust planning, charitable tax and administrative matters, probate and post-death administration of living trust matters, and fiduciary litigation.
 
He graduated from the University of Michigan in 1979 with high honors, and received his J.D. from the University of Michigan Law School in 1982 with distinction.  In 1990, Andy received his LL.M in Taxation from the University of San Diego School of Law.
 
Andy currently teaches Estate and Gift Tax at USC Law School, and taught Estate and Gift Tax previously for 18 years at UCLA School of Law.  He has also taught at the University of San Diego and Golden Gate University LL.M programs.
 
Andy is a member of the California and New York State Bars and the American College of Trust and Estate Counsel.  He can be reached at akatzenstein@proskauer.com or 310-284-4553.

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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.

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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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The world's leading organizations and global players choose Proskauer to represent them when they need it the most. With one of the largest global client rosters, you can be confident you will be in good company and represented by the best minds in the business.

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