On-Demand
Top Tax Techniques, Traps, Trip Cords & Rip Cords with Multistate Trusts 2024-25
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.
Product Code
1000003448
Credit Type
CPE: 1CPE-Technical: 1Format
Online Self-Study
Intended Audience
CPAs, attorneys and financial professionals involved in estate and gift tax planning and complianceOther estate planning professionalsPractitioners with high net-worth clients and clients with interests in closely-held businesses
NASBA Field of Study
Taxes
Level of Difficulty
Intermediate
Prerequisites
Basic to advanced understanding of estates and trusts.
Advance Preparation
None.
Learning Objectives
Major Subjects
- 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 2025
- Flow-through entities and impact on trusts
- Changing exemption panel discussion
- Charitable planning
- Special needs trusts
Faculty
Venue
Hilton Universal City
555 Universal Hollywood Dr, Universal City, CA, 91608
Get DirectionsMay 12, 2022: Masks are strongly recommended but no longer required. The purpose of this indoor masking recommendation is to prevent transmission of COVID-19 particularly to persons with prolonged, cumulative exposures and those with higher risk of illness.
June 22, 2022—Face masks are not required and are optional at this time. Proof of vaccination is not required.
Reserve your room at the Hilton Universal City—(818) 623-1434
Room block expired June 21, 2022.