-
- Audio Conference DVD's and CD's:
FLPs & LLCs: Maximize Tax Advantages & Minimize Audits in 2010
Audio Conference Recording Price: 199.00 (U.S. Dollars) -
SUMMARY
FLPs and LLCs are the ideal vehicles for smart family business succession planning in 2010. How can you take advantage of the current estate tax opportunities, minimize your chances of an IRS audit, and save your client thousands before legislation changes? Please join us for a live, 60-minute audio conference, where you and your colleagues will learn:
- Estate tax advantages when planning with FLPs and LLCs
- Strategies to preserve client benefits under 2010 legislation
- FLPs vs. LLCs: What succession strategy works best for your client?
- IRS Audit 411-How to save your clients from tax audits
- How estate tax changes in 2011 will impact your clients
-
PROGRAM BENEFITS
In this practical, 60-minute audio conference, you and your colleagues will learn how your clients can best capitalize on the 2010 estate tax benefits when planning with FLPs and LLCs.
-
PROGRAM HIGHLIGHTS
- Family Limited Partnerships: Estate Tax Advantages in 2010
- Tax opportunities when choosing FLPs for business succession planning
- How to take advantage of the unique estate tax benefits of FLPs
- FLPs vs. LLCs: How your client can capitalize in the current climate
- Keys to Maximize Estate Planning Opportunities with FLPs & LLCs
- Keys to determine which estate planning tool is best for your client
- Strategies for minimizing tax liability now, in 2011 & after
- Navigating an IRS audit-What you need to know to protect your client
- FLPs & LLCs: Strategies to Effectively Transfer Client Assets
- Transferring assets through gifts: What you must know in 2010
- Checklist of essential documents, decisions & current elections
- Strategies for minimizing tax liability for the long-term
-
Question and Answer Session - Hear Real-World Questions Answered!
- Family Limited Partnerships: Estate Tax Advantages in 2010
-
SPEAKER
Gary A. Zwick. Gary, a Partner at Walter & Haverfield, LLP, is the Tax & Wealth Management Section Head and the Chair of the Federal Tax Group.
- Gary has a general tax practice, with emphasis on tax planning for closely-held and family businesses and their owners, and high net worth individuals. This encompasses not only income tax planning, but also estate planning, ERISA, Subchapters C & S, mergers and acquisitions, employee benefits and IRS and tax court practice.
- Before joining Walter & Haverfield, Gary, who is also a Certified Public Accountant, spent 21 years in public accounting, including serving for many years as Director of Tax Operations and Head of the Cleveland Office Tax Department for a large regional Bowman 100 CPA firm.
- Gary is the principal author of the book "Tax & Financial Planning for the Closely Held Family Business", published by ALI-ABA and a co-author of the book "Transferring Interests in the Closely Held Family Business” also published by ALI-ABA. He has also authored or co-authored over a dozen feature articles for major tax publications including a chapter entitled "Transfers of Property in Exchange for Services - Section 83," for the Lexis Nexis Online Tax Encyclopedia, published in January 2007.
- For many years, Gary was the Tax Clinic editor of the August rotation in the Tax Adviser, the AICPA's national tax publication. He is also a contributor to the ALI-ABA Practice Checklist Manual on Advising Business Clients II and the book, "Golden Opportunities" by Amy and Armond Budish. Gary is a frequent speaker, both locally and nationally, on tax subjects, with hundreds of speaking engagements to tax professionals. He is board certified in federal tax (State of Ohio) and Chair of Federal Tax Specialty Board of the Ohio State Bar Association. He was an adjunct professor of gift taxation and estate planning at Case Western Reserve School of Law and is currently an adjunct professor of tax law at Cleveland State University College of Law.
-
CLE CREDITS
Continuing Legal Education CLE credit is available for an additional $65 per person in states where teleconferences are accredited
(States currently NOT included: KS, OH) -
PROGRAM MATERIALS
The speaker's PowerPoint presentation slides are included with your audio recording purchase. All materials are accessible through the Internet and can be downloaded as a PDF file.
-
PRICING
$199.00 for audio conference recording (CD or DVD) and program materials.
This is an outstanding program and therefore we offer purchasers a Money Back Guarantee. We are so confident that you will find the conference valuable that we offer a 100% money back guarantee from now until 30 days after the audio recording is shipped, making this a risk-free investment. If you should have any concerns, comments, or refund requests with this conference, please contact our customer service representatives at 800-964-6033. Audio recordings will be received approximately three weeks after the live conference.
- Register Now
- Audio Conference DVD's and CD's:
