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DTSTAMP:20260516T121724Z
DTSTART:20270317T140000Z
DTEND:20270317T214100Z
SUMMARY: Cutting-Edge Estate & Financial Planning Trends
DESCRIPTION: With the new administration proposing significant tax changes\, estate & financial planning strategies must adapt to stay ahead. This course equips financial professionals with the latest techniques & insights into evolving tax laws\, domicile considerations & wealth transfer strategies. Participants will explore how potential reductions in estate & gift tax exemptions\, new compliance requirements & advanced IRA distribution planning may impact client strategies.

With a focus on practical application\, this course provides actionable strategies for charitable giving\, domicile considerations & estate tax efficiency to help practitioners optimize outcomes while ensuring compliance with new & anticipated tax regulations.

Please Note: If you need credit reported to the IRS for this IRS approved program\, please download the IRS CE request form on the Course Materials Tab & submit to kori.herrera@acpen.com\n  
CLASS:PUBLIC
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