A pre-recorded streaming VIDEO replay of one session from the April 2016 live seminar, The Douglas W. Conner 37th Annual Advanced Estate Planning and Administration Seminar.
GAL Continuing Credits: 1.5
Note: Your GAL certificate may be found at the front of your written materials.
This session reviews how our current estate planning thinking impacts a client’s income tax planning and examines income tax planning challenges and opportunities for clients. Topics include: (i) the impact of lifetime gifts, trust distributions, and testamentary trust funding formulas on a family’s overall tax planning strategy, (ii) the new law requiring consistent basis reporting, (iii) issues in grantor trusts, and (iv) rulings and regulations related to material participation that may impact closely held business owners.