Sophisticated Planning

The 2017 Tax Cuts and Jobs Act sunsets at the end of 2025. For the transfer tax exemption, this means a reduction to $5 million indexed for inflation after 2017 instead of the current exemption of $12,920,000. This will affect the income tax, gift tax, estate tax and generation-skipping tax…

This session will focus on explaining how the elements of a trust should be reviewed and understood…

This session will address the important decisions that must be made by the family and fiduciaries of a decedent. This will include decisions regarding estate taxes, income taxes, retirement plan distributions, tax returns to file and more…

This course will describe how grantor trusts came about, the rules used to determine if a trust is or is not a grantor trust and how to determine grantor trust status…