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. #15. Learning Goals. Estate Planning. Developing a plan to administer and distribute assets after death in accordance with deceased’s wishes and needs of survivors while minimizing taxes. Estate Planning. . 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. . 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. . Susannah Weis Frigon, CFP. . Vice President, Investor Relations. Why Endowments? . From Your Perspective. Perpetual support of mission and vision. Reliable, quantifiable income stream. Ability to handle planned gifts. 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. Wealth Strategist. Pam provides wealth counseling services to clients in the Los Angeles and Seattle offices of Goldman Sachs, focusing on estate and gift tax planning, generation-skipping transfer tax planning, income tax planning, and charitable giving strategies.  . &. A Growing Family. 1.. Parents. $100. Dilution Due to. Repeat Estate Taxation. IRS. 2.. Children. $60. 3.. Grand-Children. $36. $$$. IRS. 4.. Great GC. $21. IRS. $$$. IRS. Estate Tax Rate. Generation. 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. . Brian r. ott, esquire. Randall c. Raifsnider, ASA, Cm&AA. Types of Asset Valuations . Business valuations (equity valuation). Intangible asset valuations. Goodwill. Customer List. Non Compete Agreement. 313029282726252423292427292221201929231823171629162325172915231425rf2329241123162925n27262329tb182329766295231714232624292427425172829b35172718b26t29241123292328r142524b272625n292755271724r26b24b23f29 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.. in philanthropy. The HNW Client & Gift Planning. A bit of perspective…. “To give money away is an easy matter and in any man’s power. But to decide to whom to give, and how large and when, and for what purpose and how, is neither in...