AICPA ENGAGE 2018


EST1807 - Top Tax Planning Techniques


Jun 11, 2018 3:30pm ‐ Jun 11, 2018 4:20pm

Standard: $49.00

Description

"Tax reform" has created income and estate tax planning opportunities for families and their closely-held businesses. This presentation will discuss innovative tax planning techniques that take advantage of the "permanent" and "expiring" features created by the new tax act.

Learning Objectives:

1. Learning straightforward, innovative, and sophisticated wealth transfer techniques that maximize the temporary doubling of the applicable exclusion amount
2. Maximizing the Section 199A deduction while it lasts and why converting to a C corporation and becoming a Qualified Small Business Stock company may be the ultimate end game
3. Planning with partnerships and disregarded entities to minimize income and estate taxes at the same time.

Speaker(s):

  • Paul S. Lee, J.D., LL.M. (Taxation), Global Fiduciary Strategist, Northern Trust Company
Tags: EST

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