Print Page   |   Contact Us   |   Sign In   |   Join
Advanced Tax Planning Techniques (4161054C)
Register Tell a Friend About This EventTell a Friend
 

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.

 Export to Your Calendar 12/16/2016
When: 9:30 am - 5:30 pm
Where: Webinar/Webcast
United States
Contact: April Deneault
801-466-8022


Online registration is available until: 12/15/2016
« Go to Upcoming Event List  

Acronym ASCOR
CPE 8
Category
Tax
Level Advanced
Vendor CalCPA
Who should attend CPAs and tax attorneys who would like to understand advanced planning techniques focusing on tax efficiency.
Prerequisite
Familiarity with substantive partnership, real estate, estate tax and corporate tax rules
Fees: Early Bird
Standard
Member N/A
$245
Non-Member: N/A
$375

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:
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.

Major Topics:

  • Captive insurance companies, defective grantor trusts, SCINs, personal residence trusts and converting corporations to LLCs.
  • Dealing with deficit capital accounts.
  • Advanced real estate strategies: TIC exchanges and 1031 cash-outs, drops and swaps.
  • Advanced choice of entity considerations
  • Outbound international tax planning; 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.

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.
  • Identify income and estate tax planning strategies for high-net worth individuals, including SCINs, IDGTs, SCIN-IDGT combos, GRATs and QPRTs.
  • Determine how to use partnerships as a planning tool, including planning for mixing-bowl transactions, creative planning with 754 elections and basis strips.

Membership Management Software Powered by YourMembership.com®  ::  Legal