looming sunset of many of the provisions enacted as part of the 2017 Tax Act, high
net worth individuals and families should be considering sale, gift or loan
transactions currently or in the near future.
To distinguish ourselves and make clients comfortable with our
recommendations, we need to have a thorough understanding of how to calculate
the potential benefits of any proposed transaction and convincingly explain our
recommendations to clients. The
following scenarios will be discussed during this teleconference:
- Taking Advantage of the Increased Applicable Exclusion Amount, Including the Benefits of Portability
- The Importance of Life Expectancy in Determining the Appropriate Transaction
- Analysis of the Benefit of a Grantor’s Paying the Income Tax Incurred by a Grantor Trust
- Taking Into Consideration Basis Step-Up When Analyzing Gifting Alternatives
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.