Estate Planning Tools & Techniques Webinar
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Overview
If you have estate planning clients, you may already be aware that estate tax laws are complicated and subject to change. This targeted webinar explores the tools used by many experts to address estate planning challenges and provides you with:
- An explanation of the most widely used sophisticated estate planning techniques used by experts to minimize estate and gift taxes
- How to identify and avoid common mistakes in sophisticated estate plans
- Checklists, practice aids and samples of relevant documents to help you assist your clients in attaining their estate planning goals
This course qualifies for IRS Continuing Education Credit.
Objective
To guide CPAs and other tax practitioners through complex estate planning issues and strategies designed to maximize tax-saving opportunities. The webinar will provide you with a level of comfort when advising on the use of proven tools and techniques for handling estate and gift taxes.
Emphasis
- Gift Tax Issues
- Inclusions in the Federal Gross Estate
- Life Insurance as an Estate Planning Tool
- Succession Planning
– S-Corporations vs. LLCs
– Entity operations
– Pass-through taxation
– Federal income tax issues
– Section 754 election
– Distributions for consideration
– Sale by S Corporation - Selected Issues in Buy-Sell Agreements
– Differences from an asset sale
– Section 754 election - Aftermath of the Connelly Case
- Death of a Business Owner Who Has No Formal Agreement Regarding Business Continuation
- Advising Fiduciaries
- Grantor Trusts
– Federal Estate Tax Statutory Framework
– Federal Income Tax Statutory Framework
– Sections 671 thru 678
– When grantor trust status is desirable
This course is included in the following subscriptions:
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View SubscriptionsPrerequisite
Estate Planning: An Overview or equivalent
Level of Knowledge
Intermediate
CPE Credits
8
Hours
NASBA Field of Study
Taxes