Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709
Watch Now! |
|---|
Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections
In this fast-paced webinar Bob will discuss important elections associated with Form 709, 706, and 1041. The focus of this course will be reviewing returns and identifying key issues.
- Gift splitting elections
- Reverse QTIP elections
- Electing out of automatic GST allocations
- Valuation issues
- 5-year 529 plan elections
- Section 2642(c) chartible issues
- Section 691(c) issues
- Section 2013 PPT Credits
- Adequate disclosure rules
- Statute of limitations issues
- Section 2032A and alternative valuation date
- 754 partnership elections
- Understanding DNI
- Planning for Kenan gains
- And MUCH more
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.
If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com
If you have any questions, please contact webinaradmin@leimbergservices.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card"
after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129 for this webinar.
Bob Keebler
October 21, 2020 1:00 PM ET - 2:30PM ET ET
Sales to Grantor Trusts – In a Low Interest Rate Economy - 2020 Update - A Special Re-Broadcast
More Info
|
|
|
Jonathan Blattmachr Martin Shenkman Teresa Bush
October 21, 2020 3:00PM ET - 4:30PM ET ET
Post Election Planning: The Coming Storm for Estate Planners and Their Clients - What Practitioners Should Do Now - A Special Re-Broadcast
More Info
|
|
Paul Hood Ed Morrow
October 22, 2020 3:00PM ET - 4:30PM ET ET
Directed Trusts: The Veg-O-Matic™ of Estate Planning
More Info
|
|
|
Bob Keebler Jonathan Blattmachr
October 22, 2020 1:00PM ET - 2:30PM ET ET
Income Taxation of IDGT Sales and Promissory Notes During Life and After Death - A Special Re-Broadcast
More Info
|
|
Alan Gassman and Christopher Denicolo
October 23, 2020 1:00PM ET - 2:30PM ET
Tax Planning for Insolvency and the Discharge of Indebtedness: What Business & Tax Planning Professionals Can Do to Reduce Taxes and Avoid Unpleasant Surprises
More Info
Mark Merric
October 23, 2020 3:00PM ET - 4:30PM ET
Part 3: Mark Merric’s Three-Part International Estate Planning Series
More Info
|
|
Alan Gassman and Brandon Ketron
October 28, 2020 3:00PM ET - 4:30PM ET
DYNAMIC AND CREATIVE STRATEGIES FOR 2020 YEAR END PLANNING
More Info
|
|
|
Bob Keebler Jonathan Blattmachr
October 29, 2020 3:00PM ET - 4:30PM ET
Income Taxation of IDGT Sales and Promissory Notes During Life and After Death
More Info
|
|
Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP
October 30, 2020 1:00PM ET - 2:30PM ET ET
Year-End Income Tax and Estate Tax Planning for the Mass Affluent
More Info
Bob Keebler
October 30, 2020 3PM 4:30 pm ET ET
NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look
More Info
|
|
Eric Naison-Phillips Scott Bowman
November 5, 2020 3:00PM ET - 4:30PM ET ET
Investor Control & the Private Placement Life Insurance Market: Truths, Half-Truths and Falsehoods
More Info
|
|
|
Paul Hood Ed Morrow
November 12, 2020 1:00PM ET - 2:30PM ET ET
The Intersection of Portability and Blended Families: No Man’s Land?
More Info
Michael Geeraerts
November 13, 2020 3:00PM ET - 4:30PM ET ET
The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know!
More Info
Rick Jaye
November 19, 2020 3:00PM ET - 4:30PM ET ET
ESOPs: What the Sophisticated Advisor Needs To Know
More Info
Mark Merric
November 20, 2020 3:00PM ET - 4:30PM ET ET
Part 1: Mark Merric’s Asset Protection Trilogy
More Info
Mark Merric
December 18, 2020 3:00PM ET - 4:30PM ET ET
Part 2: Mark Merric’s Asset Protection Trilogy
More Info