Estate Planning (TX-EP) (1415-343)
Fundamentals of federal estate and gift taxes. Legal aspects and issues. The process of developing an estate plan.
CPE Credits: 6 (Taxes) Level: Intermediate
Pre-requisite: Overview of the Federal Tax System, Tax Research, Individual Federal Income Tax, Federal Tax Treatment of Investment Income, Foreign Tax Credit, Property Transactions, Workshop: Preparing the Federal Income Tax Return.
Delivery method: Group Live. Advance Preparation: None
NASBA Field of Study: Taxes Category: Elective course
Date: March 24 & 25, 2015
Registration: 2:15pm - 3:00pm Seminar: 3:00pm - 6:00pm
Instructors:
Yolanda Varela Ayala, CPA, Esq., PFS, CWA; Manager & Senior Wealth Advisor,
Banco Popular de Puerto Rico
Antonio Bauzá Santos, CPA, Esq., Member, Morell Bauzá Dapena & Cartagena, LLC