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Tax, Financial and Estate Planning Strategies Under the Trump Administration – Live Webinar by Eli Financial

Eli Financial will host a live webinar on Wed, Feb 22, 2017 with expert speaker Arthur Werner, on how the likely changes to the Internal Revenue Code by the Trump Administration will significantly impact the tax, financial and estate planning strategies of practitioners.

Both President Donald Trump and Republicans in the House of Representatives have issued proposals to end estate tax and it could face a potential repeal in the near future. Also, the new administration’s stand on taxation policies will have a significant impact on your tax planning strategies in 2017 and beyond.

Given this changing tax landscape, Eli Financial will host a Live Webinar presented by noted expert Arthur J. Werner, JD, MS (Taxation), titled “Tax, Financial, and Estate Planning Strategies Under the Trump Administration” on Wed, February 22, 2017. This session aims to explore changes to tax planning, financial planning, and estate planning techniques and strategies, as a result of changes to the Internal Revenue Code. Participant to this 120-minute long webinar is entitled to 2 NASBA CPE Credits (Taxes).

The results of the 2016 Presidential Election surprised all and still now the uncertainty abounds regarding President Trump’s policies and the regulatory changes he plans to enforce, especially those related to taxation. One thing is certain though, the Internal Revenue Code will be drastically changed by Congress. As the Internal Revenue Code (IRC) goes through changes, it will also lead to changes to the techniques and strategies involved in tax planning, financial planning, and estate planning. For practitioners, it is essential to understand the problems that their clients may face as a result of changing legislation and identify new pathways for creating effective tax, financial, and estate planning strategies.

The Live Webinar will review the proposed or actual legislations and discuss how the changes to the IRC can affect the tax, financial and estate planning techniques of clients. Special planning circumstances (for example, single-parent issues) will also be discussed in the context of changes to the IRC, and examination of a client’s current plan. Practitioners will get ideas on how to create or update their client’s tax, financial, and estate plans due as a result of the new administration’s proposals. Practitioners who provide planning services to clients cannot afford to miss this session.

For more information visit:

About Eli Financial

Eli Financial, is the country’s leading online training platform for tax and banking professionals. Eli Financial’s webinars, DVDs, books and other training products are customized for U.S. lenders and tax practitioners and covers the latest updates from the IRS, CFPB and other regulatory authorities. From tax planning, preparation of Form 709, mortgage rules, federal and international tax issues, IRS enforcement and compliance and more, Eli Financial specializes in providing in-depth information and practical strategies on topics that matters to tax, accounting and banking professionals directly from the nation’s top financial experts. Eli Financial is an IRS approved continuing education provider and proud to partner with leading organization such as NASBA and ICB to provide CPE credits to financial professionals. To know more visit:


Contact Information

  • Name: John Bartram

    Company: Eli Financial

    Telphone: 800-223-8720 , -

    Address: 2222 Sedwick Drive, Durham, NC 27713