Gift and Estate Tax Black Holes

Date: Tuesday, September 19, 2023
Time: 11:30am - 1:15pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

This event will be offered in person at the Minnehaha Country Club or virtually from your home/office. 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.

 

Planning to avoid, or at least minimize, gift and estate taxes can be daunting. That statement has never been more true than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. This teleconference will focus on the following:

  • Emerging problems with GRATs
  • Step transaction and valuation nightmares
  • Gift tax consequences of trust modifications, premature terminations and decanting
  • Mismatch between gross estate inclusion and marital or charitable deduction amounts

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