Advanced Income and Estate Tax Planning Techniques for Owners of Closely Held Businesses
Note: CPE credit is not offered on this program
Recording of a 90-minute CLE video webinar with Q&A
This CLE course will provide trusts and estates attorneys an in-depth analysis of advanced income and estate tax planning strategies for owners of closely held businesses under current tax law and in light of proposed tax law changes. The panel will discuss techniques utilizing GRATs, sales to grantor trusts, and buy-sell agreements, as well as provide methods of avoiding tax issues in business succession planning along with other key items.
- Key considerations under current tax law
- Challenges stemming from proposed tax law changes
- Buy-sell agreements
- Transfers of business interests
- FLPs and LLCs
The panel will review these and other key issues:
- What are the challenges and available planning techniques under current tax law for owners of closely held businesses?
- What issues arise in light of proposed tax law changes?
- What are the benefits and key considerations for drafting buy-sell agreements?
- What planning techniques are available for lifetime transfers of business interests?
- What are the key considerations, available methods, and obstacles when utilizing trusts?
- What are the advantages and key issues of using FLPs and LLCs in estate planning?
Mr. Capdevielle has been developing sophisticated tax planning strategies and resolving tax disputes for clients more... | Read More
Mr. Capdevielle has been developing sophisticated tax planning strategies and resolving tax disputes for clients more than two decades. As lawyer, accountant, longtime instructor and adjunct professor, Mr. Capdevielle formulates strategies to utilize the ever-changing array of federal and state tax laws – and relevant treaties – to clients’ benefit. This includes comprehensive counsel to businesses adapting to sweeping tax law changes enacted in 2017, and ongoing work with business owners and other individual taxpayers seeking to preserve assets through trust and estate planning.Close
Beth S. Cohn
Ms. Cohn chairs the firm’s Estate Planning and Business Law Department. As both a Tax Specialist certified by the... | Read More
Ms. Cohn chairs the firm’s Estate Planning and Business Law Department. As both a Tax Specialist certified by the State Bar of Arizona - Arizona Board of Legal Specialization and a Certified Public Accountant, she has a unique expertise in assisting her clients with their estate planning as well as closely held businesses. She has assisted hundreds of families - including ones with substantial assets - with their estate needs ranging from simple estate plans to complex multi-generational gifting plans. She assists families, closely held businesses owners and individuals by providing succession planning, business planning and estate planning.Close
Scott D. Weaver
General Counsel and Chief Fiduciary Officer
Willow Street Group
Mr. Weaver is a trust and estate attorney serving both domestic and international families and their advisors. Before... | Read More
Mr. Weaver is a trust and estate attorney serving both domestic and international families and their advisors. Before joining the firm, he practiced with Gonnella Adamson P.C. where he focused on tax, business and estate planning. Prior to law school, Mr. Weaver worked in the Emerging Market Economies section of the Federal Reserve Board as a Senior Research Assistant where he assisted with research, forecasting and modeling of the Chinese economy. In this role, he also assisted with the preparation of briefing materials used by former President George W. Bush at the Second Strategic Economic Dialogue with the People’s Republic of China.Close