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THE MATHEMATICS OF PORTABILITY –STRATEGIES FOR ESTATE AND GIFT TAX OPTIMIZATION




LIVE

Wed Aug 07 202410:00 AM - 12:00 PM PT
$159.00

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* If need to purchase 10 or more enrollments, please contact us
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Portability allows a surviving spouse to retain the deceased spouse’s unused
estate and gift tax exemption. Given this year’s great political uncertainty,
the portability election may be more important than ever before. 

Advisors must refresh their understanding of portability to help clients who may
have an estate tax obligation unexpectedly thrust upon them.

Course Outline

  •  The mathematics of portability in depth
  •  Estate tax consequences of electing portability
  •  Income tax consequences of electing portability
  •  Late elections using the streamlined procedure
  •  Late elections using 9100 relief
  •  Portability-only estate tax returns
  •  Portability for large and small IRAs
  •  Portability in second marriages

Live Q&A session will be held after the event.

Who Should Attend

CPAs, EAs, Tax practitioners & Financial Planners

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