Webcast Acronym: EPRE
Webcast Title: Estate Planning For Real Estate – Part Three Of Larry Stein’s Complex Real Estate Transactions Series – Today’s Tax And Estate Planning Strategies
Recommended CPE Credit Hours: 4 CPE Credit Hours.
Highlights:
Come join Larry Stein for Part Three of his “Complex Real Estate Transactions Series…” In Part Three, Larry will cover “Estate Planning For Real Estate.” Larry will highlight several gift and estate planning techniques. Family limited partnerships and family LLCs will be covered. Larry will also cover basis step-up strategies, GRATs, FLPs, FLLCs, installment sales, grantor trusts, SCINs, QPRTs, charitable contributions, valuation issues, retained life estates, charitable remainder trusts, portability, and more. Don’t miss out on the opportunity to gain valuable knowledge.
Learning Objectives:
Upon the successful completion of this webcast, the participants will be able to explain selected estate and gift tax planning strategies for real estate.
Major Topics:
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Real Estate – Ownership Categories Matter!
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Family Partnerships And Family LLCs For Real Estate; Partnership Freeze Issues; Dealing With Negative Capital Accounts.
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Valuation Considerations And Issues.
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Rev. Rul. 85-13 And Income Tax Defective (Grantor) Trusts (IDGTs); Installment Sales.
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Basis, IRC 1014 Vs. 1015, And Real Estate Transactions.
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Retained Life Estates.
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Qualified Personal Residence Trusts (QPRTs) And Alternatives.
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Charitable Contributions And Charitable Remainder Trusts (CRTs).
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Portability And Form 706.
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Gifting Form 709 And IRS Audits; Grantor Retained Annuity Trusts (GRATs).
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Self-Canceling Installment Sales (SCINs), Private Annuities, And Much, Much More!
Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal estate, gift, and income taxation.
NASBA Fields Of Study: Taxes.
Level: Intermediate.
Presentation Method: Live Webcast Lecture With Questions And Answers.
Recommended CPE Credit Hours: 4 CPE Credit Hours.
Advanced Preparation: You must have a basic knowledge of federal estate, gift, and income taxation.
Texas Registration: 009838
“I have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of my CPE program.”
Larry Stein CPE Live Webinars
ID# 109111
Lawrence J Stein
9620 NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group Internet-Based
Larry Stein CPE Live Webinars is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org
