Income & Estate Tax Planning: The Crossover – Where Rubber Meets the Road

Attend upcoming webinar and earn continuing education credits. Live Webinars   |   On-Demand   |   All-Access Plan Manage Preferences    |    View in Browser Income & Estate Tax Planning: The Crossover – Where Rubber Meets the Road April   10 1 pm - 2:15 pm ET Presenters: Lisa Featherngill and Lester Law, of Abbot Downing Credits: CPE, IRS EA, CLE in all states (Credit Details) Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. Viewing Options: View on your computer, tablet, or smartphone Learn More Register Today Course Description   With income taxes becoming more important, it is critical to understand the basis rules of tax planning strategies for estates. In this webinar, you'll learn key considerations for income & estate tax planning. Upon completion of this course, you will be able to: Describe the salient income tax issues that are prevalent in estate planning Determine whether a basis adjustment at death requires the asset to be included in the decedent's gross estate Determine whether gifts to irrevocable grantor trusts can obtain a basis adjustment for the gift tax attributable to the appreciation Address the various uses of a "Power of Appointment Support Trust" Discuss the utility of community property trusts as a basis adjustment mechanism Identify the impact of potential changes in law that may affect income tax planning within the context of estate planning Learn More Register Today About The Presenters   Lisa Featherngill, CPA, CFP, PFS, is managing director at Abbot Downing. Ms. Featherngill has provided tax and financial planning services to high net-worth clients. She previously was regional managing director for Wachovia's Financial Planning Group, and spent the first 11 years of her career with Arthur Andersen where she was a senior manager of the personal financial planning and family wealth-planning group. Ms. Featherngill is a graduate of George Mason University.   Lester Law is managing director of Abbot Downing. Mr. Law has over 25 years of experience as an estate-planning lawyer representing ultra-high-net-worth families. Prior to practicing as a lawyer, Mr. Law was a certified public accountant with PricewaterhouseCoopers. He is a graduate of University of North Carolina at Chapel Hill and the University of Florida. Learn More Register Today All-Access Membership   ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,000 on-demand courses Learn More Upcoming Webinars Using Relevant Ratios as the Basis for Key Business Decisions April 4 at 1 pm ET Learn More Proactively Managing Cash Flow April 5 at 3 pm ET Learn More Creating an Effective and Efficient Travel and Entertainment Expense Reimbursement Policy April 6 at 1 pm ET Learn More Questions? Please call us at 703-372-0550 Our Mailing Address: Clear Law Institute | 4601 N. Fairfax Dr., Ste 1200 | Arlington | VA | 22203 Remove me from future emails. Manage email preferences. This email was sent to virginia.duffy.planetduffy@blogger.com. If you are receiving it in error, please reply to this email.