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    Reportable Transactions for Estate Planners

    Reportable Transactions for Estate Planners
    CLE 90 min

    Reportable Transactions for Estate Planners

    This esteemed panel of tax professionals will address reportable transactions for estate planners. Panelists will identify current reportable transactions, categories of reportable transactions, and the implications for estate planners and their clients when participating in a reportable transaction.

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    1.50 total credit hours including

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      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      08/29/2024

    1.50 total credit hours including

    • Substantive Law

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      Available for credit

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

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      Approved

      1.50 credit hours

      Available until:

      08/29/2025

    2.00 total credit hours including

    • General

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      Approved

      2.00 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      08/29/2027

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      12/31/2024

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      08/29/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for

      1.50 credit hours

      Available until:

      08/29/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2025

    1.80 total credit hours including

    • General

      Status:

      Available for credit

      1.80 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      08/29/2024

    1.50 total credit hours including

    • General

      Status:

      Applied for upon completion

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      08/29/2025

    1.80 total credit hours including

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      Reciprocity

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      08/29/2025

    1.50 total credit hours including

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      Available until:

      08/29/2027

    1.50 total credit hours including

    • Areas of Professional Practice

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      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2025

    2.00 total credit hours including

    • General

      Status:

      Applied for

      2.00 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • Substantive

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      Available for credit

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2024

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2024

    1.50 total credit hours including

    • General

      Status:

      Available for credit

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Approved

      1.50 credit hours

      Available until:

      08/29/2025

    1.80 total credit hours including

    • General

      Status:

      Approved

      1.80 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • Law & Legal Procedure

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      Approved

      1.50 credit hours

      Available until:

      08/29/2027

    1.80 total credit hours including

    • General

      Status:

      Applied for

      1.80 credit hours

      Available until:

      08/29/2025

    1.50 total credit hours including

    • General

      Status:

      Self apply

      1.50 credit hours

      Available until:

      08/29/2025

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    Among the issues to be addressed are the following:

    • Why do estate planners need to know about reportable transactions?
    • How should an estate planner approach a variation of a reportable transaction?
    • How can an estate planner unwittingly become a “material advisor” and why does this status matter?
    • What if an estate planner’s client wishes to proceed with a transaction for which the planner is uncertain as to the tax position?
    • What is the role of the new Office of Promoter Investigations?
    • Recent case law pertaining to reportable transactions.

    Product Details

    Product Code

    RP2208TRTOLC

    Duration

    90

    Publication Date

    8/30/2022 12:00:00 AM

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