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Advanced Tax Planning Techniques (4151054C)
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Learn creative and cutting-edge tax planning techniques, as well as survey various sophisticated and contemporary planning strategies involving partnership, real estate, corporate, international, individual and estate tax rules. Course materials will provide a comprehensive reference for many transaction types and will outline and diagram the discussed planning techniques and structures.

11/17/2015
When: 1/17/2015
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Jacob Stein Esq., JD, LLM
Contact: April Deneault
801-834-6634


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Learn creative and cutting-edge tax planning techniques, as well as survey various sophisticated and contemporary planning strategies involving partnership, real estate, corporate, international, individual and estate tax rules. Course materials will provide a comprehensive reference for many transaction types and will outline and diagram the discussed planning techniques and structures.
 

Objectives:

    Identify advanced tax planning and structuring techniques.
    Determine cutting-edge tools employed by practitioners in the corporate, partnership, real estate, foreign, estate planning and individual tax arenas.
    Recognize underlying substantive law concepts and how to apply applicable laws to creative planning.
    Recall your ability to creatively approach tax planning problems.



Major Subjects:

    Captive insurance companies, defective grantor trusts, SCINs, personal residence trusts and converting corporations to LLCs
    Planning techniques for exiting a partnership
    Dealing with deficit capital accounts
    Using partnerships as a planning tool, including planning for mixing-bowl transactions, creative planning with 754 elections and basis strips
    Advanced real estate strategies, including TIC exchanges and 1031 cash-outs, drops and swaps.
    Advanced choice of entity considerations, including tax and nontax factors
    Income and estate tax planning for high-net worth individuals, including SCINs, IDGTs, SCIN-IDGT combos, GRATs and QPRTs
    Outbound international tax planning and taking advantage of the controlled foreign corporation rules
    Inbound international tax planning for foreigners purchasing U.S. real estate and starting businesses
    Pre-immigration tax planning


 

Designed For:

CPAs and tax attorneys who would like to gain an understanding of advanced planning techniques focusing on tax efficiency.

Prerequisite:

Familiarity with substantive partnership, real estate, estate tax and corporate tax rules highly recommended.

 

Advanced Prep: None

  

Speaker: Jacob Stein Esq., JD, LLM

Vendor: CalCPA

Field of Study: Tax

Level: Advanced

CPE Credit: 8 Hours

Acronym: ASCOR

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Jacob Stein, ESQ, is a partner with the law firm Klueger and Stein, LLP, in Los Angeles.  The firm's practice is limited to asset protection, domestic and international income and estate tax planning and structuring complex business transactions.  Mr. Stein received his law degree from the University of Southern California, and his Master's of Law in Taxation from Georgetown University.  He has been accredited by the State Bar of California as a Certified Tax Law Specialist and is AV-rated (highest possible rating) by Martindale-Hubbell.  Mr. Stein is an author of numerous tax and asset protection articles and technical manuals and a frequent lecturer to various attorney, CPA and other professional groups.  He is an adjunct professor of taxation at the CSU, Northridge Graduate Tax Program.

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