Customer Service: 800-778-7436     

To access your product click the Log In link at the top right of the screen. Once inside your account, you will be able to access your Packages, Self-Study Product, and Webinar Registrations.

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Sophisticated Estate Tax Planning for Super High Net Worth Clients (SOPH)

Choose CPE Format:

Live Webinar SELECT STARTING AT $89 (2 dates)

Credits: 2

Qualifies For: CPE

Instructor(s): Mike Tucker, Ph.D., LL.M., J.D., CPA, Edward Renn, Esq.

$89

Choose a Webinar Date

(All Times Eastern)

Please choose a Webinar date

NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Self-Study (On Demand) SELECT

This course is not currently available. Please fill out this short form to be notified when self-study options are available.

FIRST NAME
LAST NAME
EMAIL ADDRESS
COMMENTS (OPTIONAL)
  • Great information thanks

    - Surgent customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.

Sophisticated Estate Tax Planning for Super High Net Worth Clients (SOPH)

  • Customer Rating
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    2
  • Qualifies for

    CPE

Overview

The Tax Cuts and Jobs Act of 2017 made “temporary” changes in the transfer tax rules. The result of these changes is that from 2018 through 2025 only very high-net-worth individuals need to worry about the federal estate tax since most individuals will never acquire property equal to the amount of the estate and gift exemption amounts for the current year. Accordingly, tax practitioners with super high-net-worth clients need to have a working knowledge of the current estate, gift, and generation-skipping transfer tax rules.

Major Topics:

  • Tax planning strategies for super high-net-worth individuals
  • Using gifting to reduce the ultimate impact of the estate tax
  • Trusts that can be used effectively to reduce the ultimate transfer tax on the family unit
  • Planning to preserve the unused exemption amount of the first spouse to die
  • Using an intentionally defective grantor trust—what it is and how it works
  • Role of family partnerships for a super high-net-worth family
  • Pros and cons of using a dynasty trust
  • Using qualified personal residence trusts (QPRTs) to reduce or eliminate the transfer tax

Learning Objectives

  • Understand and apply the best planning transfer tax strategies for super high-net-worth families

Designed for:

Tax practitioners who advise very wealthy individuals and who need to understand estate- and gift-tax planning strategies

Prerequisite:

Familiarity with tax rules related to individual taxation

Advanced Preparation:

None

  • Great information thanks

    - Surgent customer

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
loading

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Unlimited Self-Study Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses

$499

Buy Now

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through December 31st of the year in which you purchase

  • Does NOT include Premium courses

$599

Buy Now

 

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts

  • Access for a year from purchase date

  • Includes Premium courses

$799

Buy Now
  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

  • CTEC Approved for CE by CTEC

Explore Additional Courses by Topic

QAS Approval Surgent IRS Approval Surgent CFP Approval Surgent CTEC Approval Surgent
CPE Webinars
CPE Webinars

Thank You!

Thank You! Your subscription has been submitted.