Thursday, September 15, 2022 The Year in Review: An Estate Planner’s Perspective of Recent Tax Developments Instructor: Howard Zaritsky SE Regional.YIR Outline SE Regional.YIR PP The Generation-Skipping Transfer Tax Exemption: The Basics and Beyond Instructor: Beth Shapiro Kaufman Cover note for MAFI materials 2022 GST Tax Outline (2017) – Prof. David Powell, for MAFI MAFI Problem…
Friday, September 16, 2022 Lifetime Asset Transfers: An Overview Instructor: Paul S. Lee Combined Materials for Lifetime Asset Transfers Lifetime Transfers Slides Conquering Subchapter K: Fundamentals of Partnership Taxation for Estate Planners Instructor: Paul S. Lee Subchapter (K)ryptonite Outline Conquering Subchapter K(ryptonite) Slides The Baker’s Dozen – “13 Things You May Not Know about Preparing a Federal…
Thursday, November 17, 2022 Surviving the Morass of Ethical Problems in Representing Multiple Clients in Complex Planning Instructor: Charles D. “Skip” Fox, IV Ethics Outline Ethics PowerPoint What Can I Say Except, “You’re Welcome”?: Reporting Gifts on a Form 709 Instructor: Sarah B. Kahl What Can I Say Slides What Can I Say Except You’re…
Friday, November 18, 2022 The Midterm Elections Are Now Almost Over – Now What? Instructor: Edward Beckwith The Midterm Elections Are Now Almost Over PowerPoint Avoiding Trust Administration Mistakes Instructor: Jonathan G. Blattmachr Tax Effects of Decanting by Blattmachr Horn Zeydel ACTEC Mid Atlantic Program by Blattmachr Flexible Beneficiary Trusts ACTEC ACTEC MidAtlatic on Flexible…