Tax School 2022 Edition

7 Presentations 0 Sections

An engaging workshop filled with practical knowledge to spot tax issues in elder law planning and expand your client service offerings. Tax impacts every aspect of property transfers and proposed tax legislation continues to frustrate long-term planning with confidence about future tax laws. Facilitators will arm you with practical information, including workflows and checklists, to confidently serve your clients in an ever-changing environment.

$755.00

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Key Points about Estate, Gift and GST Tax

Presentation: Deirdre R. Wheatley-Liss, CELA, Hyman G. Darling, CELA, CAP, Fellow, Mark W. Worthington, CELA, CAP, Stephen J. Silverberg, CELA, CAP, 96 min 3 sec

Key Points about Income Taxation of Trusts, Estates and Beneficiaries

Presentation: Hyman G. Darling, CELA, CAP, Fellow, Mark W. Worthington, CELA, CAP, Stephen J. Silverberg, CELA, CAP, 57 min 11 sec

Incomplete Gifts, Grantor Trusts, Non-Grantor Trusts, Tax Basis, Retirement Plans (Part 1)

Presentation: Mark W. Worthington, CELA, CAP, 21 min 36 sec

Incomplete Gifts, Grantor Trusts, Non-Grantor Trusts, Tax Basis, Retirement Plans (Part 1 continued)

Presentation: Stephen J. Silverberg, CELA, CAP, Hyman G. Darling, CELA, CAP, Fellow, 42 min 48 sec

Incomplete Gifts, Grantor Trusts, Non-Grantor Trusts, Tax Basis, Retirement Plans (Part 2)

Presentation: Mark W. Worthington, CELA, CAP, 42 min 25 sec

Tax Research and Tax Procedure

Presentation: Hyman G. Darling, CELA, CAP, Fellow, Mark W. Worthington, CELA, CAP, Stephen J. Silverberg, CELA, CAP, 51 min 50 sec

Current Legislation (Federal and State) and Taxation of Special Assets

Presentation: Deirdre R. Wheatley-Liss, CELA, Hyman G. Darling, CELA, CAP, Fellow, Mark W. Worthington, CELA, CAP, Stephen J. Silverberg, CELA, CAP, 51 min 51 sec