August 20, 2020 12:00pm – 1:00pm Map & Directions

Retirement Asset & Investment Planning – Income and Estate Tax Considerations

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

Receive a review of income and estate tax planning considerations for your clients interested in leaving a legacy for future generations including: 

• Examples related to closely held businesses and shareholders, large single stock positions and family legacy goals and liquidity.
• Review of irrevocable trusts planning nuggets currently held for the benefit of future generations.
• Discussion of trust status in Arizona vs. other states and associated tax savings.
• Review trustee roles: family and trust company options.
• Planning language considerations for new trusts. 

Location

Registration Time

11:30am

Fees

Member:
$35
Non-CPA Staff:
$35
Non-CPA Staff (100% club):
$35
Non-CPA Staff (sole proprietor):
$35
Non-Member:
$35
Webcast
1

Course Level

Update

Vendor

Arizona Society of CPAs More With This Vendor