Estate Planning Opportunities Amid 2025 Tax Code Revisions 1 Credit
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As we approach 2025, several potential tax changes may come into play, including alterations to estate tax thresholds, capital gains taxes, and income tax rates. Staying informed about these changes is essential for developing effective estate planning strategies.
In this comprehensive CPE course, participants will delve deep into the intricacies of the upcoming tax code revisions that are poised to significantly impact estate planning strategies. The course aims to provide attendees with critical insights and practical guidance on how to navigate these impending changes effectively. By understanding the nuances of the new tax laws, participants will be equipped with the knowledge and tools necessary to optimize their estate planning approaches.
This course is essential for professionals in the fields of tax planning, and financial advisory services, as it offers actionable strategies to maximize estate planning opportunities in light of the forthcoming tax reforms. Whether you're a seasoned professional or just starting in the industry, this CPE course will provide invaluable insights that can help you better serve your clients and stay ahead of the curve in an ever-changing regulatory environment.
Major Topics:
Join us as we dissect the latest tax code revisions and explore their implications for estate planning. Our expert speakers will share practical tips and real-world examples to help you navigate these changes with confidence.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02233-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02233-24-S) | 1 CE | Approved |
| California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1806) | 1 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02233-24-S) | 1 CE | Approved |
| Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 332967) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02233-24-S) | 1 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02233-24-S) | 1 CE | Approved |
| Estate Planning for Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Estate Planning for Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Taxes for CIPM | 1 PL | Eligible |
Credit
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Looking to fulfill your Enrolled Agent (EA) Continuing Education (CE) requirements? MY-CPE online Enrolled Agent CE courses are the best for you. Earn EA CE Credits while enhancing your domain knowledge and expertise in diverse tax regulations and practices. Our courses are designed to provide you with the latest updates and deep insights to keep you ahead in your field. With flexible scheduling and a user-friendly platform, MY-CPE offers you a greater convenient and interactive learning experience. Join MY-CPE today and take the next step in advancing your career as an Enrolled Agent.
More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams. He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily
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