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This interactive session will review an ultra high net worth family case study and possible discovery approaches to develop an estate plan. The discussion will include an illustration of the family’s current estate plan, potential multi-generational planning strategies, and qualitative issues to explore. The session will include smaller group break out discussions and a larger group debrief.
Learn about the new quality management standards and how to implement them: Applying the new, proactive, risk-based approach to quality management systems within firms. Scaling the standards to tailor your system to the nature and circumstances of your firm and its engagements.
There seems to be more news coverage in recent years about Social Security and Medicare solvency as well as numerous suggestions of strategies to get the most out of both programs. Attend this session to hear about current legislation, the basics of the programs and ideas you can use to help your clients make informed decisions.
This session will provide an update on the current tax legislative landscape in Washington and set the stage for the upcoming November 2022 elections with a view for how those elections could impact tax policy.
This session will look at the most common International Information Reporting requirements that High Net Worth Individuals encounter.
Changes are a given in the business tax world these days. Join this session to hear the latest and the greatest of what you need to know to stay abreast of the business tax law changes – including legislation that could be coming down the pike, recent administrative rules and Tax Court cases.
A special passive activity loss limitation rule allows so-called real estate professionals (REP) to apply the material participation tests to their rental real estate, potentially moving these rentals out of the per se passive activity designation. As evidenced by a few court cases on this topic each year, this complex provision is often misinterpreted. The new regulations under section 163(j), a TCJA provision that uses a term from section 469(c)(7), added new regulations to Reg. 1.469-9 that clarify the REP definition. This presentation explains the REP rule, traps for the unwary, the significance of recent regulations, and planning and due diligence considerations.
This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals, including ideas dealing with recently passed or proposed legislation! Get ideas you can use immediately to help your clients minimize taxes!