Business and Tax Strategies That Get Results

Geared specifically to estate planners, get up to speed on business tax issues in order to create business entities that generate superior business income tax and fiduciary income tax results. Add significant value to clients with estates under $5 million—and even more for larger closely held businesses.

In this perfect companion to the Probate & Estate Planning Institute, join leading expert Steven B. Gorin as he shares how to avoid traps that estate planners of even simple estate plans can miss. Plus, attendees will receive access to over 1,000 pages of his comprehensive materials on income and estate tax issues relating to structuring businesses.

Attend and Learn to:

• Guide clients through transitioning their businesses to family members or key employees
• Compare and contrast corporations with partnerships (including LLCs) regarding start-up, transitioning a business with owners coming and going, dividing an entity among beneficiaries, and securing a basis step-up for the business' assets
• Structure a business to avoid the 3.8 percent tax on net investment income and the self-employment tax
• Correct apparently blown opportunities to get a basis step-up in a partnership’s assets
• Avoid traps regarding nonqualified deferred compensation