Past Event

Highlights of the 2024 Heckerling Institute on Estate Planning Tech Session Webinar

New York State Society of CPAs (NYSSCPA )

  • Date & Time
  • Location

    Online

  • Event Type
    Webinar
  • Additional Information
    Add to Calendar Disabled

Kevin Matz will review topics from the recent Heckerling Institute on Estate Planning on February 16, 2024.

Kevin Matz will review the important topics discussed at the January 2024 Heckerling Institute on Estate Planning, such as the increases in the lifetime exclusion and its effect on planning in light of the 12-31-25 sunset of the temporarily doubled estate, gift and GST tax exemptions, recent IRS guidance concerning irrevocable grantor trust, and the Corporate Transparency Act.

Contacts

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