CLE on Capital Gains and Income Tax Planning for Trusts, Estates, and Grantors

The National Business Institute is holding a webcast entitled, Capital Gains and Income Tax Planning for Trusts, Estates, and Grantors, on Tuesday, January 12, 2019, from 1:00 p.m. to 4:15 p.m. Central. Provided below is a description of the event.

Program Description
Minimize Key Tax Burdens for Your Clients
Since the virtual elimination of estate tax considerations from estate planning, the main focus has shifted to income and capital gains tax planning. This practical legal course offers you essential strategies to advise clients on NIIT, trust income taxation and capital gains tax saving. Register today!
Explore effective approaches to making the best use of the basis step-up.
Tackle NIIT planning head on.
Adopt practical strategies for minimizing the capital gains tax burden.

Who Should Attend
This legal guide is designed for attorneys. It will also benefit accountants, trust officers, estate planners, wealth managers, investment advisers, tax professionals, and paralegals.

Course Content
Capital Gains Tactics
Basis Step-Up Strategies
Income Tax Planning Techniques for Individuals and Estates
Planning to Mitigate Tax on Net Investment Income/Passive Activities
Trust Income Taxation Tactics
Planning with and for Closely Held Businesses