Income and Estate Tax Aspects
Market volatility can be a disaster, a tremendous opportunity, or merely a distraction. The experienced
investor of course understands this. Whether they have the insight or patience to navigate this from a
finance perspective is another story – there are few “risk-free” opportunities.
However, there are significant tax-related opportunities in a volatile market that incur no risk, but can
capture significant benefits. Taking the time to understand and consider these strategies is a worthwhile
endeavor. This 90-minute course will cover some of the best estate planning and estate administration ideas to
save income and estate tax.
Specifically, this course will include:
- Gifting in a volatile market
- Late GST allocations and taxable distributions
- Grantor trust swaps
- The direct effect of changing interest rates on tax planning
- Installment sale opportunities
- Managing a concentrated position
- Wash sales and crypto
- Alternative valuation
- Estate administration disasters in a volatile market
- Basis of property acquired from a decedent
- Kenan gains and losses – overlooked issues
TUITION
This webinar is included for Trusts & Estates, Practice Development Subscribers, and Business Law Subscribers.
Regular Price: $129 | Trusts & Estates Price: $0 | Gun Law Price: $129 | Business Law Price: $0| Practice Development Price: $0
CLE:
1.50 credits
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
CFP:
1.50 credits pending (National CFP Board)
CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.50
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 8/15/2022
ACTION NOTES:
For accurate records, each employee in an organization is required to register individually for CLE attendance reporting and audit. However, if multiple people from an organization (who have individually registered) would like to view together under one employee's registration and login, please send a list of those individuals along with the verification code(s) to cle@wealthcounsel.com, so their attendance is marked accordingly, and accurate credits are reported in states where required by sponsor.
In order to be awarded the full credit hours, you must be present during the entire program.
WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor ID 108255. Note: we do not offer CPE to CPAs in individual states, only through NASBA.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com