Free Webinar Viewing: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Date: Wednesday, February 19, 2020
Time: 8:00am - 9:00am
Location: SOS Association Management - 7729 E. Greenway Road, #300, Scottsdale, AZ 85260
Speaker: Steven B. Gorin, JD, CPA, AEP®
**This event must be attended in-person**
7729 E. Greenway Road, Suite 300
Scottsdale, AZ 85260
About the Program
We will review a variety of basis step-up strategies, including tools to allow couples in common law states to get community property benefits, modifying irrevocable trusts to make them includible in the primary beneficiary's, or selling assets from an irrevocable trust (income-tax free) to the grantor. We will discuss how portability plays into basis step-up planning and how those with small, medium and large estates may benefit.
About the Speaker
Steve Gorin is a partner in Thompson Coburn LLP, headquartered in St. Louis, with other offices including Chicago and Los Angeles. He uses his background as a CPA to integrate income tax planning into estate planning for business owners and wealthy individuals. For more on Steve, see http://thompsoncoburn.com/people/steve-gorin, and for free resources (including over 2,000 pages on planning for owners of private businesses) see https://www.thompsoncoburn.com/insights/blogs/business-succession-solutions/about.
Continuing Education Credit
*CFP CE Approved and Available*
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.
*Available to the first 15 members to register. Due to limited space, if you are unable to attend, please email Anna Jovel, Account Executive, at firstname.lastname@example.org.
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