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EST2012
EST2012. Estate Planning with S Corporations
Date
July 21, 2020
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of ENGAGE 2020)
This includes sessions from ENGAGE 2020:
The session will provide a “Top Ten” list of issues, traps for the unwary and “unexpected foot-faults” that Estate Planners can experience specifically involving S Corporations. This includes not only gift tax and estate tax issues, but also situations involving Fiduciary Income Tax (Form 1041) return preparation as well as trusts being ineligible to hold S Corporation stock.
Learning Objectives
- Understanding the rules and requirements for trusts and estates as owners of S Corporations, and the special treatment, procedures or calculations that are necessary when a client (or the client’s estate or trust) owns S Corporation stock
- Identifying common (as well as some “less frequent”) situations where a problem or unexpected result may exist, which the CPA, attorney or financial adviser may not otherwise recognize as being worthy of concern
Speaker
Marvin D. Hills, CPA/PFS, CLU, ChFC
Contractor / Consultant, Crowe LLP
General
Tracks
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