News Feed »

Tax-News: Tax-News.com: US Files WTO Complaint Against Chinese Raw Material Duties  |  International Tax Review: Clayton Utz in Sydney gains new partner  |  International Tax Review: European Parliament names Panama Papers Committee chair  |  Accounting Today: Art of Accounting: More on CPAs Who Leave Public Accounting  |  Accounting Today: SEC Whistleblower Office Chief to Depart  |  International Tax Review: UK asks Canada for advice on trade model post-Brexit  |  International Tax Review: OECD to name and shame uncooperative jurisdictions  |  International Tax Review: Blockchain and tax: What businesses need to know  |  

Family Wealth & Management Succession Planning (MLC675T)

  Pre Recorded Webinar
  120 minutes
  
Multiple Participants?
Call 1-800-223-8720
for a group pricing

Learn the 10 Key Steps to Successful Wealth and Management Succession Planning

Very few American families need worry about the Federal estate tax, and possibly the Republican and Trump Administration tax proposals, including repeal of the estate tax, will eventually become law. However, the key to wealth and management succession planning is not merely tax-oriented; rather, family goals and concerns must be dealt with in an integrated, multi-generational way – to ensure the preservation of family wealth in future decades.

Some families currently still face the dreaded Federal estate tax (or death taxes in over 18 State jurisdictions), but, income tax planning for families with substantial wealth is important. CPAs, lawyers, and other professionals can offer practical guidance to their clients in succession planning.

In this session, tax expert Owen G. Fiore, JD, will guide practitioners through the 10 key steps in successful wealth and management succession planning. Owen will provide actual case studies of working with families having substantial wealth, including that represented by passive investment assets and operating family-owned businesses. He will also review contingency planning in the event of death with examples of action plans and required documents.

Additionally, practitioners will learn the effective uses of entities and management succession techniques to ensure wealth creation, management and preservation.

Session Highlights

NASBA & IRS Category of Study: Taxes and Management Planning

Level: Basic

Who should attend?

Order Form
Qty:
 
*Single User Price. For multiple users please call 1-800-223-8720
You can also order through
VideoPlay

Watch the Video Snippet Before You Buy!
Faculty

Owen G. Fiore, JD, is an outstanding and experienced tax educator, having presented seminars and courses for over 35 years to CPAs, Enrolled Agents, Financial Planners and attorneys, as well as to CEOs of business organizations, such as the Young President’s Organization (YPO). His presentatio... More info

 


We Also Recommend

Disclaimer: The content herein does not represent any association between IRS and Eli Financial LLC. IRS neither endorses any product of Eli Financial LLC nor warrants accuracy of the content hereto.