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Surgent's Latest Estate Planning Ideas and Strategies (EPIS)
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Several years ago, the rules governing transfers (gift and estate) were made permanent. If you want to be brought up to speed on these rules and the transfer tax planning strategies that are based on them, you should attend this program as it will cover transfer tax related planning ideas and strategies that may be used in 2015 and after to minimize clients' transfer tax liabilities.

5/15/2015
When: 5/15/2015
8:00 AM - 10:00 AM
Where: Webcast/Webinar
Presenter: Mike Tucker, Ph.D., LL.M., J.D., CPA | Edward Renn, Esq.
Contact: April Deneault
801-834-6634


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Several years ago, the rules governing transfers (gift and estate) were made permanent. If you want to be brought up to speed on these rules and the transfer tax planning strategies that are based on them, you should attend this program as it will cover transfer tax related planning ideas and strategies that may be used in 2015 and after to minimize clients' transfer tax liabilities.

 

Objectives:

* Understand the transfer tax regime that currently applies * Use and apply transfer tax strategies that are particularly useful to clients in the current year


 

Major Subjects:

* The transfer tax regime applicable to 2015 and after * Planning strategies to use in 2015 to maximize the  transfer tax exemption * Using discounts, FLPs, and GRATS to minimize the transfer tax * Reviewing existing estate planning documents to ensure that existing estate plans maximize the advantages of the current year’s exemption amount * The portability election—when and how to make it

 

Designed For:

Any tax practitioner who will be advising clients regarding transfer tax issues in the current year

 

Prerequisite:

Basic knowledge of estate and gift taxation

 

Advanced Prep: None

  

Speaker: Mike Tucker, Ph.D., LL.M., J.D., CPA | Edward Renn, Esq.

Vendor: Surgent McCoy

Field of Study: Tax

Level: Intermediate

CPE Credit: 2 Hours

Acronym: EPIS

 

Registration Fees:

$89

 


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