The Latest Information on the Biggest Tax Changes Shaping the Practice Right Now
Prepare your practice for the regulatory and legislative changes coming down the pipeline. Break down the multitude of proposed actions into a cohesive view of the most likely future and get guidance on how to adapt and thrive. Register today!
Analyze recent efforts to curb the use of basis step-up in planning.
Get a clear picture of what increased IRS enforcement is likely to look like.
Develop a firm grasp on the use of virtual currencies in estate planning and at administration.
Gain short-term tools to make the most of the uncertain times.
Weigh the chances of the proposed tax measures’ passage, enactment, and likely adjustments.
Who Should Attend
This legal tax update is designed for attorneys. Accountants, tax professionals, fiduciaries, wealth managers, and paralegals will also benefit.
Key Trust and Individual Tax Changes
Capital Gains and Step Up in Basis
Corporate Tax Proposals
Progress and Chances of Passage
New and Existing Tax Credits and Deductions
Will TCJA Tax Rates and Exclusions be Allowed to Sunset or be Changed?
The SECURE Act and the Proposed SECURE Act 2.0
International Tax Proposals and Offshore Transactions
Short-Term Planning: Taking Advantage of the Current Situation
NBI, Inc. 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.nasbaregistry.org.This program is designed to qualify for 1.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is an Intermediate level program presented in a group internet-based setting. Accountants should have a basic understanding of trust and estate practice. No advanced preparation is required.Upon completion of this course, attendees should be able to: 1. State at least two proposed legislative changes. 2. Recall at least one likely IRS enforcement priority. 3. Provide the definition of virtual currency.Field(s) of Study -- Taxes.
TASO M. MILONAS focuses his practice principally in the areas of estate planning and probate litigation. He routinely represents both fiduciaries and beneficiaries in complex will and trust disputes throughout Florida. Mr. Milonas has been rated highly in numerous peer review publications, including Florida Trend’s Legal Elite, and Florida Super Lawyers. He is a Florida Bar board certified tax lawyer and has served on the Executive Council of The Florida Bar Tax Section in various leadership roles, including director of the Federal Tax Division and chair of the Estate & Gift Tax Committee. Mr. Milonas received his LL.M. degree in taxation from the University of Florida Frederic G. Levin College of Law and J.D. degree from Stetson University College of Law. He has published numerous articles and is a frequent lecturer on estate planning, probate litigation and taxes.
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