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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 2016. 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.

 Export to Your Calendar 12/16/2016
When: Friday, December 16, 2016
11:00 AM - 1:00 PM
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 12/16/2016
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Acronym SOPH
CPE 2 hours
Category
Taxes
Level Intermediate
Vendor Surgent
Who should attend

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

Prerequisite
None
Fees: Early Bird
Standard
Member N/A
$89
Non-Member: N/A
$109

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description:
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 2016. 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.

Major Topics:

  • 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

Objectives:

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

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