CLE on Installment Sales and Like-Kind Exchanges in Estate Planning
The National Business Institute is holding a teleconference entitled, Installment Sales and Like-Kind Exchanges in Estate Planning, on Thursday, November 8, 2018, at 12:00 p.m. – 1:30 p.m. Central. Provided below is a description of the event:
Program Description
Add a New Tool to Your Planning Arsenal
Using installment sales in combination with 1031 exchanges is an underutilized tax minimization tool that’s incredibly effective when executed correctly. Don’t leave anything to chance: let our expert faculty outline the rules and steps of this technique and help you avoid mistakes. Register today!
- Comply with all the regulatory and statutory requirements governing the transaction.
- Get an overview of how installment sales are used and understand the key steps involved.
- Make certain the tax effects of the technique are exactly as intended.
Who Should Attend
This timely legal guide is designed for attorneys. It will also benefit accountants, tax managers, real estate professionals, and paralegals.
Course Content
- Using Like-Kind Exchanges in Estate Planning (and the New Definition of a Like-Kind Exchange under the TCJA)
- The Mechanics of the Installment Sale and When to Use it
- Complying with Statutory Requirements: Practical Tips
- Top Tax Considerations: Ensuring the Technique Works as Planned
Continuing Education Credit
Continuing Legal Education
Credit Hrs State
CLE 1.50 – AK
CLE 1.50 – AL
CLE 1.50 – AR
CLE 1.50 – AZ
CLE 1.50 – CA*
CLE 2.00 – CO
CLE 1.50 – CT
CLE 1.50 – DE
CLE 2.00 – FL*
CLE 1.50 – GA
CLE 1.50 – HI
CLE 1.50 – IA
CLE 1.50 – ID
CLE 1.50 – IL
CLE 1.50 – IN
CLE 1.50 – KS
CLE 1.50 – KY
CLE 1.50 – LA
CLE 1.50 – ME
CLE 1.50 – MN
CLE 1.80 – MO
CLE 1.50 – MP
CLE 1.50 – MS
CLE 1.50 – MT
CLE 1.50 – NC
CLE 1.50 – ND
CLE 1.50 – NE
CLE 1.50 – NH
CLE 1.80 – NJ
CLE 1.50 – NM
CLE 1.50 – NV
CLE 1.50 – NY*
CLE 1.50 – OH
CLE 2.00 – OK
CLE 1.50 – OR
CLE 1.50 – PA
CLE 1.50 – RI
CLE 1.50 – SC
CLE 1.50 – TN
CLE 1.50 – TX
CLE 1.50 – UT
CLE 1.50 – VA
CLE 1.50 – VT
CLE 1.50 – WA
CLE 1.50 – WI
CLE 1.80 – WV
CLE 1.50 – WY
Continuing Professional Education for Accountants
Credit Hrs State
CPE for Accountants 1.50 – AZ
CPE for Accountants 1.50 – NY
CPE for Accountants 1.50 – WA
CPE for Accountants 1.00 – WI
National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 1.50
* denotes specialty credits