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ENGAGE 2020


PFP20ER06 - Interest Rates & Planning What You Need to Know


Jun 9, 2020 7:00am ‐ Jun 9, 2020 7:50am

Description

Interest rates affect planning -- whether your client is creating a grantor retained annuity trust (GRAT) or making a Sale to a "Defective" Grantor Trust (Sale)...or simply loaning money to children.  Understand how interest rates affect GRATs and Sales and how to avoid a "below-market" loan that could have potential gift and income tax consequences.

Learning Objectives:
  • Understand why and how interest rates affect GRATs and Sales
  • Know which applicable federal rates to use to avoid "below-market" loans

Speaker(s):

Tags: PFP
Category: Early Riser (Onsite and Online)

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