Income and Estate Tax Mitigation Strategies Through the Eyes of a Tax Attorney

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Location: Online

1Credits

Technical Business

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$54.00 Regular Price

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Product Code: FI23-164

Level: Basic

Vendor: Florida Institute of CPAs

Field of Study: Accounting, Taxes

Overview:

This course is for those who need to understand income and estate tax minimization techniques. The current $12.92 million estate and gift tax exemption will "sunset" after Dec. 31, 2025. The loss of approximately $6-to-$7 million in exemption can result in an additional estate tax of $2.4 million or more if proper planning is not implemented prior to Dec. 31, 2025. The presenter explores creative estate planning strategies to minimize both income taxes and estate taxes. He will provide an overview of the estate tax, and estate planning techniques to address the scheduled reduction in gift and estate tax exemptions at the end of 2025. Topics that will be discussed are strategic leveraged gifting transactions, income tax minimization strategies utilizing C corporation stock (QSBS), state income tax minimization strategies utilizing out-of-state trusts, and income and estate tax minimization strategies utilizing life insurance structures.

Objectives:

After viewing this presentation, participants will be able to understand income tax minimization and estate tax minimization strategies utilizing grantor and non-grantor trusts.

Instructors:

Nicholas C.. Guerra

Major Topics:

Income and Estate Tax Mitigation Strategies through the eyes of a Tax Attorney

Designed For:

Welcome to the session on Income and Estate Tax Mitigation Strategies through the eyes of a Tax Attorney This course is designed for CPAs, accounting, or tax professionals.

Prerequisite:

Some familiarity with accounting and taxes.

Additional Info:

Thank you for registering for the "Income and Estate Tax Mitigation Strategies through the eyes of a Tax Attorney" OnDemand course. You can begin immediately by going to the 24/7 Learning Library portal at https://ficpa.courselaunch.io and logging in with your current FICPA member login credentials.

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