What’s a Transfer Tax? The Role of Income Tax Planning in an Age of High Exemptions

What’s a Transfer Tax? The Role of Income Tax Planning in an Age of High Exemptions

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With the doubling of the estate tax exemption, the estate tax has effectively been repealed for almost all Americans. While this has rendered estate tax planning practically obsolete for many clients, income tax planning has become an even greater consideration. This session teaches practitioners capital gains and state income tax minimization and avoidance techniques that have supplanted estate tax planning.

Audio only.

Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)

CLE: Not eligible for CLE


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