This LIVE webinar is on 3/25th 2 pm - 4 pm EST.

Webinar Description:

Navigating the complexities of trusts and estates is crucial for all tax pros. This IRS-approved 2-hour webinar provides a comprehensive guide to wealth transfer strategies, asset protection, and tax-efficient planning to help clients preserve their legacies while minimizing tax liabilities.

Gain practical insights on how to structure trusts, transfer assets efficiently, and employ charitable giving strategies that maximize benefits for both donors and beneficiaries. Learn how to protect assets from creditors, optimize tax outcomes, and ensure compliance with estate and gift tax laws. This course counts for 2 hours of IRS CE under the category of Federal Tax Law Related Matters.

Learning Objectives: 

✅ Wealth Transfer & Estate Planning:

• Guide clients through the smooth and tax-efficient transfer of assets to heirs, addressing legal requirements and potential pitfalls.
• Understand estate, gift, and income tax implications in inheritance planning.

✅ Charitable Giving & Philanthropy:

• Advise on tax-efficient charitable giving strategies that align with the client’s philanthropic goals.
• Leverage charitable trusts and gifting methods to maximize tax benefits for donors and charitable organizations.

✅ Trust Structures & Asset Protection:

• Employ trust structures and asset protection strategies to safeguard wealth against potential risks and creditors' claims.
• Differentiate between revocable vs. irrevocable trusts and their tax consequences.

✅ Minimizing Tax Liabilities:

• Apply strategies to reduce estate, gift, and income tax liabilities while maximizing the assets passed on to beneficiaries.
• Stay updated on recent IRS regulations and tax law changes affecting trusts and estates.

 This course counts for 2 hours of IRS CE under the category of Federal Tax Law Related Matters. 

About the Presenter:

Dr. Bart A. Basi, the Senior Advisor at The Center for Financial, Legal & Tax Planning, Inc., is a distinguished attorney and CPA, who also holds a Doctorate in Economics. As a Tax Course Instructor for the Internal Revenue Service’s Annual Filing Season Program, he educates tax preparers nationwide. Licensed in Illinois and New York, and admitted to the United States Supreme Court, Dr. Basi imparts expertise to CPAs and attorneys on financial, legal, and tax matters. Renowned as a sought-after speaker, he addresses audiences on topics including taxes, mergers, acquisitions, succession planning, and valuations for private companies. Additionally, Dr. Basi serves as a trusted advisor, guiding businesses through the complexities of inflation and economic impacts on strategic decision-making for private companies.