New Jersey Society of Certified Public Accountants (Atlantic/Cape May Chapter)
OVERVIEW:
This program will address techniques to use and lock in the estate credit before approximately 50% of it vanishes at the end of 2025 (or possible later day if current law is extended).
This program will include a discussion of SLATs, IDGTs, QPRTs, ILITs, BDITs, and other techniques, and will address the related estate, income (including balancing basis step-up vs. estate tax savings, as well as grantor v. non-grantor status of the trust techniques), and generation skipping tax planning.
DATE:
May 7, 2025
TIME:
8:30 a.m. - 10:30 a.m.
LOCATION:
Atlantic City Country Club, One Leo Fraser Drive, Northfield, NJ 0825
PRESENTED BY:
- Courtney Dolaway, Shareholder, Trusts & Estates
- Steven Poulathas, Co-Managing Shareholder, Business & Corporate Law / Tax
- Alan Zuckerman, Shareholder, Business & Corporate Law / Tax
DESIGNED FOR:
CPAs
CREDITS:
2 CPE Credits in Tax
COST:
- $75.00 - Member
- $125.00 - Nonmember
REGISTER:
Please register and pay through NJCPA's website.
