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DTSTART:20150202T183000Z
DTEND:20150202T233000Z
LOCATION:Phoenix Country Club
UID:1071620150202T183000ZCAEPC: Family Investment Partnerships / Current Issues Involving FLPs, LLCs, and Other Closely Held Entities 
DTSTAMP:20260420T043210Z
DESCRIPTION:\n \n \n"Family Investment Partnerships"\n \n  [Paul Lee](https://www.google.com/url?sa=t&rct=j&q=&esrc=s&source=web&cd=4&cad=rja&uact=8&ved=0CDEQFjAD&url=https%3A%2F%2Fwww.wealthcounsel.com%2Fsites%2F2%2Fassets%2Fuserfiles%2Ffiles%2F2011-11-15-Most-Compelling-Opportunities-Now-Speaker-Bios.pdf&ei=2M3kU_2oJYqLyASCpoBQ&usg=AFQjCNHXb3NpdkW82S4X83njtIjCYkZBQw&bvm=bv.72676100,d.aWw)\n \n[Bernstein Global Wealth Management](https://www.alliancebernstein.com/abcom/Segment_Homepages/Private_Client/US/pcus.htm)\n \n \n \n"Current Issues Involving FLPs, LLCs and other Closely Held Entities"\n \n[Stephanie Loomis-Price](http://www.winstead.com/People/Stephanie-Loomis-Price)\n \n[Winstead PC](http://www.winstead.com/)\n \n \n  \nPresentation Description:\n \nPaul Lee (12:00PM - 2:00PM)\n \nFLPs holding liquid investments are used for more than the valuation discount (which may become a thing of the past).  This presentation discusses: alternative ways to structure the FLP from single class share to more exotic designs (series, “tracking,” qualified & non-qualified preferreds, guaranteed payments, etc.); transfer tax (specifically, Section 2701), partnership and income issues that arise with each type of design; unresolved partnership accounting and income tax issues; how different structures might be applied in different estate planning techniques;  and partnership provisions to consider in order to maximize the “step-up” in basis.\n \nStephanie Loomis-Price (2:30PM - 4:30PM)\n \nThis session will provide practical tips with some discussion on recent developments in audits and case law related to creation and maintenance of family limited partnerships. Topics addressed will include: Determining when it is not feasible to create a partnership , optimizing partnership defense to avoid IRS attacks, and advising your clients on proper entity operation.\n  \n \n \nCome early, network with fellow planning professionals, and sit down to an excellent lunch, an ice cream social break and a professionally delivered presentation.  This program offers 4 hours of continuing education.\n   \n \n \nThis program is generously sponsored by:\n \n\n     \nAdditional meeting information:\n\n Be sure to sign in (and out if you are seeking CE credit for CFP or Arizona Department of Insurance).\n\n Last minute cancellations:  If you find you cannot attend, an e-mail to [info@caepc.org](mailto:info@caepc.org?subject=CAEPC%20Meeting) gives us an idea of how many extra seats we may have for those arriving "at the door".\n\n We love substitutes! If you can't attend, maybe someone else in your firm or practice would like to attend in your stead?    As always, you can register your substitutes on-line, or send us a quick e-mail to[ info@CAEPC.org](mailto:info@caepc.org?subject=CAEPC%20Meeting).\n  \n
SUMMARY:CAEPC: Family Investment Partnerships / Current Issues Involving FLPs, LLCs, and Other Closely Held Entities  - Central Arizona Estate Planning Council 
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