Agenda - Arizona Forum In-Person Meeting

Friday, June 9, 2023
12:30 PMRegistration 
12:55 PMWelcome Remarks and Speaker Introduction 
1:00 PMFoundational Tax Concepts

a. Overview of Income Tax system
b. Overview of Transfer Tax system
c. Tax issues related to financial transactions
d. Tax issues related to property transactions

5:00 PMWelcome Reception

Appetizers and Drink Tickets

Saturday, June 10, 2023
7:30 AMBuffet Breakfast 
8:30 AMIncome Taxation for Non-Individuals
  • Taxation of Trusts and Estates (Subchapter J)
    • Grantor Trusts
    • Non-Grantor Trusts and Estates
  • Taxation of Business Entities
    • Partnerships (Subchapter K)
    • S-Corporations (Subchapter S)
    • C-Corporations
12:00 PMLunch Provided 
1:00 PMEstate Planning and Transfer Taxes
  • Tax planning in the Revocable Trust
    • Estate tax planning
    • Income tax (capital gains tax) planning
  • Common transfer tax planning strategies
    • ILITs
    • SLATs
    • GRATs
    • IDGTs
    • FLPs
  • Charitable giving and estate planning
    • CLTs
    • CRTs
2:30 PMThank you for coming and Announcements 
REGISTER NOW