Bergen Community College and Martin M. Shenkman, CPA, MBA, PFS, AEP, JD are partnering to offer an educational seminar on today's Hot Topic
CPE and CFP Professional Credits Available
Practical explanation of the estate, gift, and GST tax provisions contained in the 2010 Tax Act, What will it mean to your practice? What planning is still relevant to do? What do you tell clients now? Why estate planning isn’t over!
► Estate, gift and GST exemptions of $5 million (but the gift exemption remains $1 million for 2010 and increases to $5 million January 1). How does this impact existing and future estate planning transactions?
► Inflation indexing will prevent inflation from eroding the value of the portability tax breaks. Or will it?
► 35% tax rate beginning in 2010. What does this mean to planning?
► 2010 option for estates to elect instead of the estate tax to use carry over basis. What does this mean to executors? What surprising issues might be created? How and where do you report this to the IRS?
► What should be done about existing life insurance coverage? What other insurance planning opportunities exist?
► Impact on buy sell agreements, prenuptial agreements and others.
► Planning opportunities for non-married partners.
► Why these rules are a unique planning opportunity which may only be available for a short time.
► What changes might you want in your will? Power of attorney? Other documents?
Tuesday, January 4, 2011 from 8:00 am - 11:00 am (ET) Registration 7:00am