Webinar: 2022 Trust & Estate Update

Join EisnerAmper’s Trust and Estate (“T&E”) specialists for a timely presentation to help bring you up to speed on the latest tax changes within the T&E world and how they can be applied to various client situations. Topics will include the new retirement plan distribution rules under the Secure Act, how to deal with inherited IRAs, and highlights from notable T&E cases and rulings. Register today!

Course Objective: To understand and identify Estate Planning opportunities.

Learning Outcomes: Participants will be able to:

  • Apply the new retirement plan distribution rules
  • Understand the Secure Act and how it impacts estate planning
  • Identify current estate planning opportunities



Goldberg-Karen-200.jpg Green-Patricia-200.jpg
Karen Goldberg

Patricia Green


Tuesday, June 07, 2022 12:00 PM to 1:00 PM ET

Delivery Method: Group-Internet Based; Level: Basic; Advance Preparation: None; Prerequisites: None EisnerAmper 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 through its website: www.learningmarket.org. EisnerAmper National Registry Sponsor No. 108139 Texas recognizes CPE programs offered by NASBA sponsors, but requires registration with the state board.  EisnerAmper is a registered sponsor in Texas (No. 010023). There is no fee to attend this course.  For more information regarding administrative policies such as cancellations and complaints, please contact EisnerAmperU@eisneramper.com.