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Dr. Anthony Curatola’s area of research interest is the taxation of individuals and employee benefits. He has authored over 200 articles in his field and has completed sponsored research. His findings on the source tax have appeared in media such as Forbes, The Washington Post, Wall Street Journal, and The New York Times. He is the editor of the tax column for Strategic Finance, past editor of the Journal of Legal Tax Research, author of Interactive education courses for CeriFi (previously Thomson Reuters). He holds a variety of leadership positions at the Institute of Management Accountants and the IMA Research Foundation. Dr. Curatola earned his B.S. in Accounting ’75 and MBA in Finance ‘77 from Drexel University, M.A. in Accounting ’79 from The Wharton School of the University of Pennsylvania, and Ph.D. in Accounting ‘81 from Texas A&M University.
This session highlights the federal tax issues associated with estate and gift tax issues. Under current rules, few taxpayers are subject to the estate and gift taxes given the doubling of the Unified Tax Credit (UTC) by the Tax Cuts and Jobs Act of 2017. But ...