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Who should attend Advanced Tax Planning: Planning For High Income Individuals
This seminar is designed for attorneys, accountants, CPAs, financial and estate planners, enrolled agents and trust officers
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Advanced Tax Planning: Planning For High Income Individuals  

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This seminar is designed for attorneys, accountants, CPAs, financial and estate planners, enrolled agents and trust officers

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Seminar Summary:

This highly-informative, one-day seminar will provide participants with the knowledge and skills to confidently advise high-income individuals in the areas of tax and financial matters (see full course description)

 
 

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Training Course Syllabus:


This seminar is designed for attorneys, accountants, CPAs, financial and estate planners, enrolled agents and trust officers.

Presented by experienced professionals, this highly-informative, one-day seminar will provide participants with the knowledge and skills to confidently advise high-income individuals in the areas of tax and financial matters. Designed specifically for accountants and attorneys, this program will include information on various income tax strategies (deductions, real estate ownership, and advanced planning issues), family business succession planning, and gift and estate planning techniques. The panel will also cover the areas of executive compensation planning and qualified retirement plans.

8:30 a.m. - 10:40 a.m.

I. Income Tax Strategies

A. Itemized Deductions

1. What Can And Cannot Be Deducted

2. Timing Of Payments

3. Charitable Contributions

B. Business Deductions

1. Un-Reimbursed Employee Expenses

2. Business Use Of Home

3. Automobiles

C. Real Estate Ownership

1. Using Passive Loss Rules

2. Vacation/Rental Homes

D. Advanced Planning Issues

1. Trust Administration Fees

2. Section 266 Carrying Charges

10:40 a.m. - 10:50 a.m.

Break

10:50 a.m. - 12:00 p.m.

II. Gift and Estate Planning Techniques

A. Shifting Wealth With Little Or No Tax

1. Retained Interest Trusts

2. Sales To Intentionally Defective Trusts

3. Multi-Generation Gifts

4. Family LLCs And FLPs

5. Intra-Family Loans

B. Charitable Giving

1. Lifetime Gifts/Gifts At Death

2. Private Foundations

3. Charitable Trusts (CRTs/CLTs)

12:00 p.m. - 1:00 p.m.

Lunch (On Your Own)

1:00 p.m. - 2:10 p.m.

III. Family Business Succession Planning

A. Business Transition Planning

B. Postmortem Liquidity Planning

C. Preserving The Family vs. The Family Wealth

D. Avoiding Common Mistakes

2:10 p.m. - 2:20 p.m.

Break

2:20 p.m. - 3:00 p.m.

IV. Executive Compensation Planning

A. Stock Options

B. Deferred Compensation

C. Key Employment Issues

3:00 p.m. - 4:30 p.m.

V. Qualified Retirement Plans

A. Types Of Retirement Plans

B. Contributions

C. Distributions

D. Charitable Giving

Seminar Summary:

This highly-informative, one-day seminar will provide participants with the knowledge and skills to confidently advise high-income individuals in the areas of tax and financial matters (see full course description)

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