Your Guide to Estate Planning and Inheritance Tax (Personal Financial Planning Conference)
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Your Guide to Estate Planning and Inheritance Tax (Personal Financial Planning Conference)

Details

 Pricing

PICPA Member: $29 | Nonmember: $39

Free with CPE Academy. Learn More.


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note
You will have up to 90 days after the date of purchase to complete the course and take the exam. *excludes CPE Academy unlimited access.

Description

You will hear Douglas R. Madanick, CPA, JD, LLM speak about the following:


If you attended the Personal Financial Planning Conference on November 8, 2018, this course would be considered a duplicate and cannot be used towards your CPE requirement.


Highlights

The major topics that will be covered in this class include…

  • Impact of tax reform update on trusts
  • Top 10 mistakes with inheritance planning in PA
  • Estate settlements and legal considerations
  • Practical guidance for advisors



Speaker(s)


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