Webinar

Domicile Planning for your Client

The Tax Cuts and Jobs Act of 2017 has made significant changes to the Internal Revenue Code.  This, in turn, has created a need to make changes in a client’s planning needs.  Clients now need to take a more serious look at where they are domiciled for tax and planning purposes. This course explores the domicile needs of a client.

 

**Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to leighanne.conroy@acpen.com.

 

 

Objectives

  • To allow the participant to understand the domicile needs of a client

Highlights

  • Reasons for Domicile Planning
  • The Response of the Various States
  • Domicile Defined
  • Significance of Domicile
  • Types of Domicile
  • Domicile Planning Checklist

Additional Information

Designed For

CPAs, EAs, financial planners, attorneys

Vendor

ACPEN

Advanced Preparation

None

Prerequisite

Basic understanding of estate planning

Field of Study

Taxes

Course Number

192117910

Level of Knowledge

Intermediate

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