2024 Tax Conference: Day 2 Afternoon Sessions

Overview

Sessions covered in this On-Demand replay of the Tax Conference:

Tax Effects of Partnership Interest Transactions
Transactions involving interests in entities treated as partnerships for income tax purposes are common. This session will address acquisitions and transfers of such interests, mergers involving such entities, liquidations of such entities, and other transactions.

Estate Planning in a "Higher" Interest Rate Environment
For the last 17 years, we've been operating with IRS interest rates under 5%, but in the last two years, those rates have risen. This session will be a refresher on estate planning techniques that work better in higher interest rates environments, including charitable remainder trusts and qualified personal residence trusts.

Year End Tax Planning
Themes to be discussed include gain and loss harvesting, Roth conversions, estates and trusts, and charitable planning. A year-end planning checklist is provided. Strategic thinking and preparing for year-end 2025 tax reform with the potential changes due to the election results will also be discussed.

NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.