Sophisticated Tax Planning for Your Wealthy Clients 2018


This includes sessions from the conference: Sophisticated Tax Planning for Your Wealthy Clients 2018

Standard: $299.00

Products

Income Taxation of Estates and Trusts

Preview Available

Income Taxation of Estates and Trusts

Identification: SOP1811

This session will discuss the income taxation of estates and trusts: To the structure of Subchapter J including the concept of distributable net income (DNI), the types of trusts (simple, complex and grantor), trust accounting income, the distribution system, the separate share rule, the 65 day rule, the fiduciary income tax charitable deduction, termination of a trust or estate and administration expenses.

  • Identify the basics of taxation of estate and trusts and its distribution system and the tax consequences of distributions to beneficiaries - Analyze planning ideas to help clients minimize the taxation of estate and trust income.
  • Recognize the distribution system applicable to estates and trusts.

Speaker(s):
  • Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Standard: $49.00

Ask the Experts Panel: Questions and Answers on the Tax Cuts and Jobs Act

Preview Available

Ask the Experts Panel: Questions and Answers on the Tax Cuts and Jobs Act

Identification: SOP1812

Our esteemed panel will answer your questions regarding the income, estate and gift tax provisions of the Tax Cuts and Jobs Act (“TCJA”) and discuss planning strategies that are relevant for your clients now and in the future in this new environment.

  • Recognize and identify questions regarding TCJA recent developments and IRS guidance.

Speaker(s):
  • Tony Nitti, CPA, Partner - National Tax, EY
  • Martin S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP
  • Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
  • Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, Attorney, Shenkman Law
  • Amy Miller, CPA, Senior Manager, AICPA
Standard: $49.00