Estate Planning with Business Issues ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $58.00
Non-Member Price $67.00
Overview
Practitioners are brought up-to-date information on tax issues affecting estate planning and business issues. This course provides practical estate planning solutions that are cost-effective. Devised to reduce or eliminate estate problems and death taxes, this comprehensive estate tax planning guide examines wills, trusts, gifts, insurance, private annuities, and other general estate planning tools. The planning issues and problems that arise from owning a business interest are also addressed in our course.
Highlights
Estate planning with business issues. Qualified terminable interest property trust. Special business issues.
Prerequisites
None.
Designed For
CPAs, financial professionals, enrolled agents, and attorneys.
Objectives
Identify the impact of stepped-up basis as they affect survivors and heirs and recognize the benefits of establishing even a simple will and its control over certain assets. Specify the primary ways to dispose of assets using a variety of trust formats. Recognize the impact and use of family documents such as powers of attorney and identify starting points used to value a business’s tangible assets citing the R.R. 59-60 business valuation factors. Specify the ways to redeem a deceased shareholder’s stock through Section 303 and buy/sell agreements. Recognize lifetime dispositions such as gifts in transferring business ownership and identify when to recommend the option of paying federal estate taxes in installments.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Danny Santucci, Western CPE
Danny Santucci, BA, JD, is a prolific author of tax and financial books and articles. His legal career started with the business and litigation firm of Edwards, Edwards, and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines, and Jonas working for many well-known celebrities. In 1980, Danny established the law firm of Santucci, Potter, and Leanders in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law, and estate planning. Speaking to more than 100 groups nationally each year, he is known for spicing up his extensive expertise with an incredible sense of humor.
Non-Member Price $67.00
Member Price $58.00