Estate and Gift Tax CPE with Joel N. Crouch, J.D.

Name: Estate and Gift Tax CPE with Joel N. Crouch, J.D.
Start: 2025-10-28T11:30:00-05:00
End: 2025-10-28T13:00:00-05:00
Location: Community Bank & Trust Wealth Management Office

Schedule

Tue Oct 28 2025 at 11:30 am to 01:00 pm

UTC-05:00

Location

Community Bank & Trust Wealth Management Office | Waco, TX

Learn more about the IRS focus on estate and gift tax examinations and planning opportunities for your clients.
About this Event

Even with Higher Exemptions, the IRS is Not Giving Up on Estate and Gift Tax Examinations -1 hour of CPE

The presentation will discuss the current IRS initiatives in estate and gift tax examinations and important court decisions. Learn about how the IRS intends to continue its focus on estate and gift planning and what are the primary issues on which they are focusing. Recent cases regarding estate and gift tax arena will also be discussed.

Lunch for this one-hour CPE is provided by Community Bank & Trust Wealth Management Office. RSVP by Monday, October 20th at 5 pm if possible to assist with catering. We will continue to take reservations through October 28th.

Lunch and networking starting at 11:30 am followed by CPE at 12 pm.