January 2022 Webinar - Estate and Gift Tax Update

Date: Tuesday, January 25, 2022
Time: 5:00pm - 6:30pm
Location: Zoom link provided in confirmation email
Speaker: Kyle Martin, IRS Supervisory Attorney

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AGENDA
5:00 - SCCEPC News & Networking
5:15 - Estate and Gift Tax Update, Kyle Martin, IRS Supervisory Attorney
6:15 - Conclude
Mr. Kyle Martin, will be discussing recent developments on Estate and Gift Tax.  As part of his discussion, he will review valuation issues, issues with portability, and issues with promissory  notes. Mr. Martin also will review extension procedures (such as extension to file and extension to pay), as well as issues with obtaining a IRS closing letter.  Mr. Martin is a Supervisory Attorney at the IRS in Oakland California, in the Estate and Gift Tax Group. He has been with the Service for approximately 32 years and is a frequent speaker on estate and gift tax issues.

This program offers 1 hour of CE for accounting, legal and CFP (pending approval). A general certificate of attendance is available for self-reporting additional designations. 

REGISTRATION FEES
Premier Members - No Fee
Regular & Associate Members - $20
Guests - $40

You will receive a confirmation email IMMEDIATELY following registration. This email includes the webinar link. Please check you spam filter if you didn't receive the confirmation email. 

QUESTIONS?
Contact Stacie Sarasio @ 402.210.9446

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