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Tax Planning for Trusts and Estate: Get Practical Strategies to Ease Your Clients' Tax Burdens

National Business Institute
February 26, 2013

Click here for more information or to register for this event.

The recent EGTRRA upheaval of estate and gift tax has brought to the forefront many challenges attorneys face in planning for and reporting taxes connected with trusts and estates. Are you prepared to insulate your clients' estate plans from regulatory storms and ensure smooth and secure preservation and transfer of wealth? This course offers practical tax planning strategies that will help you minimize tax burdens and ensure IRS compliance. Get straightforward instruction to help you through both routine tax return preparation and the final accounting. 

Who Should Attend:

This basic-to-intermediate level program will benefit:

Course Content:


Doubletree Guest Suites - Mt. Laurel
515 Fellowship Road
Mount Laurel, NJ 08054


8:30 - 9:00 a.m.: Registration
9:00 a.m. - 4:30 p.m.: Seminar
(Complimentary snacks and refreshments are provided. Lunch is on your own.)


CLE 7.20 - NJ
CLE 7.00 - NY*
CLE 6.00 - PA
Financial Planners – Financial Planners: 7.00
National Association of State Boards of Accountancy – CPE for Accountants: 7.00*
* denotes specialty credits

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