Highlights of Heckerling 2014

January 28, 2014

WealthManagement.com is presenting a free webinar entitled, Highlights of Heckerling 2014. Martin Shenkman, CPA, MBA, PFS, AEP, JD, will be providing an overview of the key sessions at the 2014 Heckerling Institute on Estate Planning. Some of the topics he will cover include:

Site, nexus, domicile and residency
The 3.8% net investment income tax
Income tax vs. estate tax
Evaluating basic step up vs. an inter vivos transfer
Factors to consider in evaluating estate inclusion vs. transfer to save estate tax
Portability
Tax audit and compliance
Same-sex marriage issues
Trust administration

Posted in:

Conferences & CLE, Estate Administration, Estate Planning - Generally, Estate Tax, Income Tax and Trusts