November 2019
$250.00
31st Annual Tax Planning Seminar
The Basics of Basis Adjustments and Book Ups Under Section 754 An overview of adjustments and book ups under Code § 754. Presented by Andrea M. Paisley, J.D. The 4-1-1 on 401: Estate Planning for Qualified Retirement Plans and IRAs An overview of estate planning and income tax considerations when completing beneficiary designations, including the potential impacts of the SECURE Act. Presented by Anthony Garcia, J.D., LL.M. Profits Interests: Income Tax and Estate Planning Update An overview of current developments…
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