Thinking Out Loud – Cutting Edge Ideas, Practical Applications and Issues - American Institute of CPAs
The accreditors of this session require that you periodically check in to verify that you are still attentive.
Please click the button below to indicate that you are.
This program will explore a number of creative ways to consider "supercharging" existing family planning structures by combining a number of techniques. Various topics to be covered include leveraged planning with less-efficient and more-efficient trusts with sales and preferred partnerships, planning to elongate multigenerational structures by way of "up-generation" and "down-generation" planning, "Vertical" and "Non-Vertical" carried interest transfer planning and other ideas.
Learning Objectives:
Evaluate different ways to build up existing family structures.
Asses how existing family structures can become more efficient from a multi-generational perspective.