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Surgent's Sophisticated Estate Tax Planning for Super High Net Worth Clients (SOPH)
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The American Tax Relief Act of 2012 made "permanent" changes in the transfer tax rules. The result of these rules is that only very high-net-worth individuals need to worry about the federal estate tax since most individuals will never acquire property equal to the amount of the estate and gift exemption amounts for 2015. Accordingly, tax practitioners with super high-net-worth clients need to have a working knowledge of the current estate, gift, and generation-skipping transfer tax rules.

7/27/2015
When: 7/27/2015
11:00 AM - 1:00 PM
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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The American Tax Relief Act of 2012 made "permanent" changes in the transfer tax rules. The result of these rules is that only very high-net-worth individuals need to worry about the federal estate tax since most individuals will never acquire property equal to the amount of the estate and gift exemption amounts for 2015. Accordingly, tax practitioners with super high-net-worth clients need to have a working knowledge of the current estate, gift, and generation-skipping transfer tax rules.

Objectives:

* Understand and apply the best planning transfer tax strategies for super high-net-worth families    

Major Subjects: 

* Tax planning strategies for super high-net-worth individuals * Using gifting to reduce the ultimate impact of the estate tax * Trusts that can be used effectively to reduce the ultimate transfer tax on the family unit * Planning to preserve the unused exemption amount of the first spouse to die * Using an intentionally defective grantor trust—what it is and how it works * Role of family partnerships for a super high-net-worth family * Pros and cons of using a dynasty trust * Using  qualified personal residence trusts (QPRTs) to reduce or eliminate the transfer tax

 

Designed For:

Tax practitioners who advise very wealthy individuals and who need to understand estate- and gift-tax planning strategies

Prerequisite:   None

Advanced Prep: None

 

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

Vendor: Surgent McCoy

Field of Study: Taxes (2)

Level: Intermediate

CPE Credit: 2 Hours

Acronym:   SOPH

 

Registration Fees: $89

  

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