Best Planning ideas for 2022 ZOOM ONLY
January 24, 2021, from 12:00 – 1:00 pm ZOOM ONLY
Please note: (If attending by ZOOM you will get an invite the Friday before the event to register again. After registering you will then get your own personal link so I know who you are on ZOOM.
Best Planning Ideas for 2022
Panelist: Steve Gorin of Thompson Coburn LLP, John Scott of Anders and Michael Tessler of BUI, moderated by Kathleen Bilderback
About the Talk: A panel of experts including Steve Gorin of Thompson Coburn LLP, John Scott of Anders and Michael Tessler of BUI, moderated by Kathleen Bilderback, will discuss the latest developments and the best estate, tax and business planning ideas of 2022.
The description of this presentation is subject to change should tax reform occur prior to the presentation date.
Reservation Policy
All attendees are required to register in advance. In person $25-member, $50 guest. Zoom - $20-member, $45 guest. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE, CFP, L&H Insurance
EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Complaint resolution policy: please note your problem in the speaker evaluation.
CPE Information for CPAs
CPE Learning Objectives
Topics will include the effects of actual or potential tax reform on current planning, the opportunities and threats associated with common estate and business planning tools, and how to motivate clients to get into planning mode and act.
Delivery Method: “Group-live session delivered virtually due to COVID-19”.
Earn 1 CPE Credits for this session.
Field of Study: Specialized knowledge.
Program: Intermediate
Prerequisites: There are no prerequisites or advanced preparation for this session.
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics.
A certificate of completion will be available for those CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
"In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour."
National Registry of CPE Sponsors Number 109467
Who should attend - Attorneys, Accountants, Financial Advisors and Trust Officers that work in Estate Planning.
CTFA
CTFA 1.25 CE credit
CFP Learning Objectives
Topics will include the effects of actual or potential tax reform on current planning, the opportunities and threats associated with common estate and business planning tools, and how to motivate clients to get into planning mode and act.
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