Revenue Rulings Every Estate Planner Should Know
OL970 | On Demand Course | Update | Self-Study
Description
During this session, I will review basic concepts concerning both income and transfer tax aspects of irrevocable trusts, and I will expand upon those concepts by using revenue rulings that are applicable in many estate planning solutions for clients.
This course is part of the 2023 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Taxes |
Prices
- Member (Early Bird)
- $49.00
- Non-Member (Early Bird)
- $79.00
- Member
- $49.00
- Non-Member
- $79.00
Instructors
Jeffrey Williamson, JD
Jeffrey Williamson is the founder of J. L. Williamson Law Group, LLC. The firm specializes in elder law, asset protection, tax planning, and tax controversy. J. L. Williamson Law Group has offices in Savannah, Statesboro, and Atlanta and serves clients throughout the southeast.
Prior to starting his own firm, Jeffrey served as an Internal Revenue Agent, and he is an expert in the audit policies and procedures of the IRS.
A frequent lecturer, Jeffrey has presented many seminars on taxation and estate planning issues to various civic groups, investment professionals, attorneys, and certified public accountants.
Jeffrey received a Bachelor of Business Administration from Mercer University and both his Juris Doctor and Master of Accountancy from the University of Georgia.
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