Event

  Happy Holidays: Historic Wealth Transfer Tax Relief Teleconference - January 6, 2011 Seminar 01.05.2011 11:00pm Materials
Missed the event or want to revisit it? Access a recording of the teleconference or download the PowerPoint presentation only.
 Teleconference recording
 PowerPoint presentation
 Summary of 2010 Tax Relief Act

Topic
The holiday season brought an extra special gift to our clients – historic (and quite generous) wealth transfer tax relief. President Obama has signed the Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010 which significantly expands and liberalizes the wealth transfer tax laws. This timely program will cover the important provisions of the Tax Relief Act, along with many planning opportunities and considerations including:

- The New Exemption Amounts and Tax Rates
- Opting Out of the Estate Tax in 2010
- New Reporting Rules and Tax Forms
- Spousal Portability Election
- Year End Gifts
- Planning with Insurance Trusts
- GST Tax Planning
- Planning with GRATs, CLATs, and AFR Loans

Presenters:
Farhad Aghdami
John H. Turner, III

Registration & Information
To register for Thursday, January 6, please click on the Register button above.

Dial-Instructions & Materials
Phone number, pass code, printed materials and instructions will be provided to you upon registration.