This course was filmed live at the 2023 New Money Summit.
Join us as we address the important and hot topics for tax and estate planning in 2024. This course covers the latest tax proposals and planning opportunities. Will there be any new tax laws enacted in 2024? The sunset of the 2017 Tax Cuts and Jobs Act is getting closer - what planning can and should be done? What opportunities exist to guard against higher income and estate tax rates in the future? Have the SECURE Acts lead to tax planning changes? We will discuss concerns and recommend planning techniques for all clients.
Learning Objectives
Upon completion of this course, participants will be able to:
Gain an appreciation of the uncertain tax law changes in the coming years.
Become familiar with specific income tax and estate planning strategies to benefit clients before law changes occur.
Address overall planning, both in the near and long-term, to get ahead of the curve in dealing with both anticipated and unexpected changes in laws and how to advise clients to proceed.
Major Topics
Upcoming Tax Law Changes
Estate Planning Strategies
Long-Term Tax Planning
Client Tax Advising
