Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation – Updated
May 22 @ 1:00 pm – 2:00 pm EDT
Join us for this webcast in BDO’s 2024 Private Client Services Webcast Series.
For many wealthy families, protecting and passing on wealth to the next generation is of utmost importance. However, these same families would like to share the wealth today, often by way of investing in real estate for their beneficiaries. To that end, careful tax planning is an integral part of the equation in considering how best to share the wealth today while protecting and growing it for future generations.
In this webcast, we will take an in-depth look at the income tax and gift tax considerations of assisting the next generation with home purchases while also protecting and growing the wealth for subsequent generations.
CPE Informationremove
Delivery: This webcast will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Learning Objectives:
- Explain home ownership support that may be deemed a gift.
- Differentiate planning opportunities for family home ownership to reduce gift and estate tax.
- Describe banking and financing strategies that may be most advantageous to consider utilizing.
BDO USA, P.C., is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
