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Conference

Tax Planning for Trusts and Estates

Caribbean Cove Hotel & Conference Center, Indianapolis, USA

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The Tax Planning for Trusts and Estates, organized by the National Business Institute will take place on 28th August 2015 at the CARIBBEAN COVE HOTEL in Indianapolis, United States Of America. The conference will cover areas like Decrease your client's tax burden through resourceful estate planning. Find out how the current status of estate tax affects your ongoing cases. Gain federal tax return preparation tips from experienced faculty. Get practical guidance through the nuts and bolts of income tax planning for trusts and estates.


Timings

09:00 AM - 04:30 PM General Hours

Entry Fees

Paid Ticket Starts from 329 USD View Details

Participants

100 - 500
Delegates
Estimated Count

Category & Type

Conference
Business Services

Editions

28 Aug 2015


Frequency Not Available

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Organizer

Logo Follow Company

National Business Institute USA

1761 Total Events 236+ Followers

User Community [ Users who have shown interest for this Event ]

Andrea Dolfini

Andrea Dolfini

Foreing Trade Analyst at Grendene S.a.

Farroupilha, Brazil

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Speakers

Speaker
Bret Clement

Bret Clement

PR, RightScale at RightScale United States
Speaker
Regina Holzhausen

Regina Holzhausen

MainSource Bank at MainSource Bank Indianapolis, United States
Speaker
Sara E Smith

Sara E Smith

Owner, Sara E Smith CPA Group, LLC at Sara E Smith CPA Group, LLC Indianapolis, United States
Speaker
Ellen M Deeter

Ellen M Deeter

Vice President, Manager Trusts & Estates Group, Senior Trust Officer... Indianapolis, United States
Speaker
William R Owen Jr

William R Owen Jr

Managing Director at Denali Wealth Management Advisors, LLC Indianapolis, United States

Schedule & Agenda

Fri, 28 Aug 09:00 AM - 10:15 AM
GIFT TAX PLANNING
Bret S. Clement Federal Gift TaxWhat is a Gift?Gifts in Trust and Crummey PowersOther Indirect GiftsDetermining the Fair Market Value of the GiftExclusions and DeductionsReporting RequirementsWho is Responsible for Paying the Gift Tax?Carryover Basis RulesGeneration-Skipping Transfer TaxesState Gift Taxes
Fri, 28 Aug 10:30 AM - 12:00 PM
FEDERAL ESTATE TAX UPDATE
Sara E. Smith Overview of EGTRRA and Other Legislative ChangesThe Current Tax RegimeBasis Adjustment RulesEstate Taxes Next Year and BeyondPre-EGTRRA RulesReturn to Stepped-Up BasisMajor Legislative Changes under DiscussionUpdating and Correcting Existing Plans - What to Look for
Fri, 28 Aug 01:00 PM - 02:00 PM
ESTATE TAX PLANNING CONSIDERATIONS
Regina Holzhausen Smith Choosing the Strategy to Use for Different Types of PropertyReal PropertyClosely Held CompaniesRetirement Plans and Beneficiary DesignationsMarital Deduction Planning - Qualifications and Basic Formula ApproachesCharitable Deduction Planning
Fri, 28 Aug 02:00 PM - 02:45 PM
POST-MORTEM TAX PLANNING OPTIONS
William R. Owen Jr. Valuation of AssetsSpecial ElectionsDisclaimersSubtrust FundingCharitable PlanningHandling Distribution to Minors and TrustsDetermining Alternatives for the Surviving Spouse
Fri, 28 Aug 03:00 PM - 03:30 PM
FEDERAL ESTATE TAX RETURN (FORM 706)
, William R. Owen Jr. Deciding Whether to File in a Borderline SituationShould You Get the Automatic Six-Month Extension?Use of the Alternate Valuation DateValuation and AppraisalsUnderstanding the Elements of an Effective AppraisalAppraiser StandardsHow to Complete the ReturnAssembling Schedules and Supporting Documents: Gathering and Presenting the Pertinent Information; Key Issues to ConsiderAnticipating the AuditSuggested Engagement Letter for Representing an Estate FiduciarySample Letter Sent by the IRS to Start an Audit
Fri, 28 Aug 03:30 PM - 04:30 PM
INCOME TAXATION OF TRUSTS AND ESTATES
Ellen M. Deeter Grantor Trusts Versus Non-Grantor TrustsCalculating Taxable IncomeIncomeDistribution DeductionMiscellaneous Itemized DeductionsOther DeductionsDistributable Net Income: Apportioning Income Between the Trust and its BeneficiariesElectionsSection 645(a) ElectionAdministrative Expenses65-Day ElectionFiling the Return

Visitor Ticket Price

329 USDEach Additional Registration Includes Course Book
339 USDFees Registration Includes Course Book
39.921138 -86.226120

Venue Map & Directions

map of Caribbean Cove Hotel & Conference Center

Caribbean Cove Hotel & Conference Center

3850 Depauw Blvd, Indianapolis, IN 46268
USA

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