PGA Tax Seminar for Florida Professionals
Palm Beach Gardens, FL 33418
Presented by Joseph J. Kulunas , Fox Rothschild LLP
Significant wealth transfer opportunities—and potential pitfalls connected to federal income tax—exist due to the 2012 Taxpayer Relief Act. Topics include:
- Use of portability versus traditional bypass trust planning
- Preserving basis step up for income tax purposes on the death of the grantor or beneficiary
- Minimizing application of the 3.8 percent tax on net investment income of trusts
- Modifying existing estate planning structures for clients no longer subject to the estate tax
3.0 Credits in general tax for Florida, New Jersey and Pennsylvania
California: 3.0 General
Florida: 3.0 General Credits (pending)
New Jersey: 3.6 General Credits
New York: 3.0 PP/PM Credits (reciprocal)
Register by January 29.
Click here to register.