Estate Planning
This article appeared in the September 2021 Journal of Financial Service Professionals.
Estate Planning
Program Overview This session will explore strategies applicable to advanced transfer tax planning. We will bring them to life with a deeper study of relevant techniques high-net-worth clients employ to reach their planning goals, including enhancing traditional techniques through thoughtful asset selection. You Will Learn How to use a shelf GRAT to protect against a [...]
Estate Planning
Advanced Practice Symposium: Meet the Feldmans Case Study (FSP/NAIFA On-Demand Webinar)
NAIFA and the Society of Financial Service Professionals (FSP) joined together to create a three-part virtual event that allows attendees to work through a complex case with a panel of family estate and business planning experts.
Accounting & Tax Planning
An Estate Tax Valuation Primer: The Estate of Michael Jackson (Journal Article)
This article appeared in the November 2021 Journal of Financial Service Professionals.
Estate Planning
This article appeared in the March 2022 Journal of Financial Service Professionals.
Estate Planning
Celebrity Estate Planning: Misfires of the Rich and Famous (FSP Institute On-Demand)
Program Overview This presentation will review the consequence of estate planning pitfalls through the lens of celebrity estates. It will cover planning mishaps, as they range from the most basic to the most complex, in order to remind the audience of the importance of every step of the planning process, and of good communication among [...]
Estate Planning
Corporate—Owned Life Insurance Included in Court’s Determination of Business Value (Journal Article)
This article appeared in the May 2022 Journal of Financial Service Professionals.
Program Overview A deferred installment sales trust (IST) is an emerging alternative to the Section 1031 exchange, wherein the taxpayer has the opportunity to defer the gain on a sale without the restrictions of a Section 1031. An IST is an irrevocable trust that utilizes the installment sale treatment under IRC Section 453 in order [...]
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- Course ID: 81776
Estate Planning
This article appeared in the July 2021 Journal of Financial Service Professionals.
Accounting & Tax Planning
Estate and Tax Planning for S Corporation Owners (Journal Article)
This article appeared in the January 2023 Journal of Financial Service Professionals.
Overview Lost among the chaos of 2020 is a massive shift in estate planning that could only further be uprooted with the tax and administrative changes proposed from the Biden Administration. While the SECURE Act grabbed headlines because it changed trust and beneficiary planning for many retirement accounts, including the removal of the stretch IRA [...]