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Sophisticated Trusts in English

Jul 31, 2012 1:00pm ‐ Jul 31, 2012 2:30pm

Credits: None available.


This webinar will explain in understandable language for the sophisticated tax accountant who has only limited experience with DAPTs, BDITs, IDITs, and dynasty trusts what each type of trust is, how they differ, when each should be used and how in 2012 planning. What issues should CPAs be mindful of during the planning states that will affect income and gift tax compliance later? What role should the CPA play in the planning process and most importantly in the administration of these complex structures after the transaction is complete. That role should extend well beyond just compliance and reporting. Most importantly, this type of planning is not only for the super wealthy. Learn which types of clients you should be contacting and why failing to inform clients of the unique 2012 opportunities may expose you to potential liability. Experienced practitioners may wish to skip this program and being the series with the next module.



  • 0.00 - Tax

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