Relationship Between Real Estate and Estate and Trust Planning

Overview

In today’s world of everchanging demands and dynamics of the workplace, it is imperative that we use a tool to help us bring balance, strength, and stability in all we do at work and at home. Mindfulness is an easy and effective tool to help us with this. The Mindful-CPA program via this webinar is designed specifically for Finance and Accounting Professionals. You will learn: — The fundamental principles of Mindfulness — An 8-minute Mindfulness Practice to be done daily — Creative and fun ways to apply Mindfulness to work activities — Effective overall strategies to bring creativity, balance, and energy to daily activities.

Highlights

• Tax proposals
• Estate planning
• Valuation discounts

Prerequisites

None.

Objectives

• Understand the key components and implications of tax proposals, including estate, gift, GST, and income tax bills.
• Analyze the role of grantor trusts in estate planning, including strategies such as SLATS, sales to intentionally defective grantor trusts, and SWAP rights.
• Evaluate the use of valuation discounts and entity types in real estate and estate planning to optimize tax benefits.

Preparation

None.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.