Events

NAEPC Webinar - Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
Wednesday, August 11, 2021, 03:00pm - 04:00pm
Hits : 155

Robert G. Alexander Webinar Series / Upcoming Program

 
 

Planning for Business Owners and Trusts in Light of Changing Income Tax Rates

Speaker: Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
Date: Wednesday, August 11, 2021, 3:00pm - 4:00pm ET

About the Program

In this intermediate level presentation, we will explore how changing income tax rates affect planning for business owners and trusts, with a view towards strategic estate planning/administration issues. Topics include:

  1. Compare the overall tax burden when a C corporation distributes none, half, or all of its earnings and how that stacks up against a pass-through entity. Consider how these issues affect planning for distributions and inform estate planning as well as what entities are best for your clients.
  2. If capital gain rates are repealed for high income taxpayers, that will be horrible for trusts that accumulate capital gains.  Review practical tools for passing capital gains from trusts to beneficiaries –much more flexibility exists than most people think.
  3. Potential big increases capital gain rates may make portfolio turnover becomes much more expensive.  Consider how variable life insurance may reduce that tax burden.

About the Speaker

Steve Gorin practiced accounting for his first eight years after law school and continues to make income tax planning an integral part of his estate planning law practice.  Over 8,000 tax and estate planning professionals subscribe to his quarterly newsletter so that they can receive the most recent version of “Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications,” over 2,800 pages of technical materials distributed without charge.  Steve enjoys working with planners throughout the country from all professions comprising NAEPC.

Register for the Webinar

Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.

 

Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. prior to attending your first program if you have any questions with regard to the availability of credit.

Registration Fees

Yearly Subscription

The yearly subscription offers a substantial discount to attend all of the programs during the calendar year! After completing the registration you will be emailed a discount code that can be used to register for the programs you wish to attend. (Please allow up to a week for processing.) Prices start at $280. See complete information and registration form.

Single Webinar Registration Fees

  • $40 / Accredited Estate Planner® designee or Junior/Student
  • $60 / member of an affiliated local estate planning council or at-large member of NAEPC
  • $100 / individual non-member  
  • $250 / council meeting or group gathering 

Platinum Sponsors

JSN Boot template designed by JoomlaShine.com