Top Tax Techniques, Traps, Trip Cords & Rip Cords with Multistate Trusts

Available Until Thursday, April 30

CalCPA Webcasts

Online, OK 00000

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1.00 Credits

Member Price $49

Non-Member Price $59

Overview

Clients rely on their advisers more heavily to provide perspective and clarity as legislation and regulations evolve. Gain in-depth understanding, effective strategies and connections with expert professionals who specialize in this area.

Highlights

New developments: Federal and California update

IRS audits of estate tax returns

New RMD rules, Roth conversions and estate planning for large retirement plans

Update from Washington regarding tax law changes

Helping your clients reduce, defer or eliminate capital gains taxes

Trust reformation and decanting update

Hot topics in international tax and estate planning and considerations for transfers to non-U.S. citizen spouses

Valuation of notes

The feasibility of using IDGTs and how you use it

Planning for changing exemption in 5

Flow-through entities and impact on trusts

Changing exemption panel discussion

Charitable planning

Special needs trusts

Prerequisites

Basic to advanced understanding of estates and trusts.

Designed For

CPAs, attorneys and financial professionals involved in estate and gift tax planning and compliance Other estate planning professionals Practitioners with high net-worth clients and clients with interests in closely-held businesses

Objectives

Understand the legal and constitutional bases upon which states tax fiduciaries

Identify key state tax liability traps for fiduciaries

Understand common multi-state planning opportunities

Evaluate and respond to proposed legislative changes

Preparation

None.