Tax Strategies For Estate And Trust Administration In A Volatile Market

Tax Strategies For Estate And Trust Administration In A Volatile Market

Regular price $159.00

Market volatility can be a disaster, a tremendous opportunity, or merely a distraction. The experienced investor of course understands this. Whether they have the insight or patience to navigate this from a finance perspective is another story – there are few “risk-free” opportunities. However, there are significant tax-related opportunities in a volatile market that incur no risk, but can capture significant benefits. Taking the time to understand and consider these strategies is a worthwhile endeavor. This 90-minute course will cover some of the best estate planning and estate administration ideas to save income and estate tax.

Specifically, this course will include:

  • Gifting in a volatile market
  • Late GST allocations and taxable distributions
  • Grantor trust swaps
  • The direct effect of changing interest rates on tax planning
  • Installment sale opportunities
  • Managing a concentrated position
  • Wash sales and crypto
  • Alternative valuation
  • Estate administration disasters in a volatile market
  • Basis of property acquired from a decedent
  • Kenan gains and losses – overlooked issues

Presented by:

CLE: 1.50 general credit 

States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT

(AK, AZ, CT, NH eligible to claim credit)

States Pending Approval: GA, IL, KS, NC, TN

We will apply for approval in other US states as registrations warrant,* with exception to the following: KS, RI, VA, WA**

* Approval process times will vary

** We will supply you with the information needed to self-apply

WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members.  Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.

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