PPT-How to Work with IRS: Strategies for Estate and Gift Tax Purposes

For the Estate Planning Council of Central Florida November 14 2013 Michael Gregory Michael Gregory Consulting LLC Michael Gregory Chief Manager Michael Gregory Consulting LLC since September 12 2011. By: Kenneth J. Crotty, J.D., LL.M.. ken@gassmanpa.com. 1. Why does a Gift Tax Return Need to be Completed Correctly?. A Gift Tax Return needs to be completed correctly to start the statute of limitations, which limits the ability of the IRS to challenge the value of the reported gift.. and Estate Planning. for Non-U.S. Citizens. OLA 1711 0513. . All solicitation and communication (including marketing materials) concerning the sale of the life insurance products, including all telephone, fax, or other electronic or delivered correspondence to a foreign national must take place in the U.S. . .. Presented by …. Raul O. Serrano, Jr. C.P.A.. www.SerranoCPA.net. Congress . at the 13. th. hour, preserved most of the George W. Bush-era cuts and extended many other lapsed provisions. .. The American Taxpayer Relief Act, H.R. 8. AND . IDENTITY THEFT/DATA BREACHES. Presented by:. Wade Cassamajor. Special Agent. Internal Revenue Service Criminal Investigation. Criminal Investigation serves the American public by investigating potential criminal violation of the Internal Revenue Code and related financial crimes in a manner that fosters confidence in the tax system and compliance with the law. . Joe CHEN. Department of Public Finance. Seminar on Political and Economic Development of . Taiwan. IMAS, IMES, IDAS at NCCU. Nov. 15 & 22, 2016. Source. : textbook and . http://www.vincelewis.net/tax.html. ;. or,. What You Don’t Know May Hurt You. 1. John Taylor. Principal. John H. Taylor Consulting, LLC. 919.816.5903. jhtaylorconsulting@gmail.com. Skype: . JHTaylorConsulting. www.johnhtaylorconsulting.com. Professor Payne, Finance 4100. Learning Objectives. Understand the importance and the process of estate planning. Draft a will and understand its purpose in estate planning. Avoid probate. 2. Introduction. . Carol Ina Neely. Counsel. Fulbright & Jaworski LLP. October, 2014. Gift Tax Returns and Estate Tax Returns . The purpose of this talk is to cover the basics of preparing and filing federal estate and gift tax returns. Hours could be dedicated to each topic, so this overview cannot cover all of the issues and details you will encounter. The goal is to give you a basic understanding and hopefully enough information to spot issues as you are preparing and working on these returns. . By: Kenneth J. Crotty, J.D., LL.M.. ken@gassmanpa.com. 1. Why does a Gift Tax Return Need to be Completed Correctly?. A Gift Tax Return needs to be completed correctly to start the statute of limitations, which limits the ability of the IRS to challenge the value of the reported gift.. Philip T. Hackney, LSU Law Center. 2017 . SEATa. Conference, New Orleans . What Happened?. Bipartisan Budget Act of 2015 (BBA) repealed Tax Equity and Fiscal Responsibility Act (TEFRA) and Electing Large Partnership (ELP) and replaced them with a new partnership auditing regime. . Embtel Solutions provides real estate digital marketing services. Through this PPT you can learn that how you can grow your real estate business in 2021. Whether it is social media marketing or SEO, you will get the best marketing services or tactics for your real estate firm. International Clients. Commandment 1: KNOW THE RULES . The US Gift and Estate Taxes and GST are not “Unified” When it comes to NRAs (Non-Resident Aliens). *(Fixed, Determinable, Annual or Periodic Income) . jzmac@udel.edu. Director of Trust Management Minor | Instructor. Probate. – Legal process of transferring asset from deceased person ownership to beneficiary ownership. Trusts. – Tax efficient Structure created to control wealth during life or after death to defer and minimize taxes, protect wealth, avoid probate, create generational wealth. Separation between legal and equitable ownership.. Housekeeping. This webinar will be recorded and will be made available to registrants. All webinar attendees are muted upon entry to ensure sound quality. Ask a question or share your thoughts anytime .