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Becoming the Hero - Capital Gain Tax Strategies (3484)
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"The issue of capital gain taxes should be addressed when assisting clients who plan to sell or dispose of real estate, a business or other highly appreciated property (""assets""). Real estate or personal property that has appreciated or grown in value while owned by the Investor will generally trigger the payment of capital gain taxes upon the sale or disposition of the asset. Generally, most clients are searching for income tax planning strategies that will allow them to defer, structure

9/22/2015
When: 09/22/2015
11:00 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: David Zammit
Contact: April Deneault
801-834-6634

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The issue of capital gain taxes should be addressed when assisting clients who plan to sell or dispose of real estate, a business or other highly appreciated property ("assets"). Real estate or personal property that has appreciated or grown in value while owned by the Investor will generally trigger the payment of capital gain taxes upon the sale or disposition of the asset.

 

Generally, most clients are searching for income tax planning strategies that will allow them to defer, structure, exclude or avoid the payment of their capital gain taxes.  This session will present a series of strategies that can be applied to assist your clients.
 

Objectives:

This presentation will discuss: Highlighted case examples with measurable impact Tax table and Net Incentive Tax impact Planning strategies Design considerations Qualified applications Transaction Mechanics Case Reviews which included: Specialty Manufacturing Business; Group Home Business; Business Broker & Realtor Commission; Multi-owner Corporation; and Personal Home


 

Major Subjects:

This program will present a series of initiatives that explore strategies associated with mitigating capital gains tax impact for the sales of assets, real estate, businesses, commissions, legal settlements, non-traded stock and a variety of other settlement transactions.
  

 

Designed For:

Accountants, Partners, Business Owners, Commercial Realtors, Property Development

 

Prerequisite: 

None

 

Advanced Prep:

None

  

Speaker:  David Zammit

Vendor:   Alliance Financial Group

Field of Study: Taxation

Level:    Basic

CPE Credit:   2 Hours

Acronym:   BH01W2

 

Registration Fees:

$ 79

  

Register here


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