Loading Events
  • This event has passed.

« All Events

Year-End Planning for Private Clients

November 8, 2023 @ 1:00 pm - 2:00 pm EST

Free
BDO Free CPE Webinars

Participants of the free live webinar will be eligible for 1 CPE credit.

Register

Join us as BDO professionals share practical insights on tax topics that will help wealthy individuals, trustees and their trusted advisors make thoughtful and strategic tax decisions as 2023 comes to a close.

  • The impact of Rev. Rul 2023-2 (no basis step-up for assets of irrevocable grantor trust not included in grantor’s estate) and the planning techniques that can be done to avoid issues in the future.
  • Commonly overlooked or misunderstood aspects relating to real estate related activities or holdings including the Section 469 passive loss and “real estate professional” rules, Section 1031 like-kind exchanges, and the Section 163(j) real property trade or business election.
  • Critical steps for minimizing state taxation on sale of businesses and more.

Delivery: This webcast will be delivered via the BDO Online CPE Network

Prerequisites: None

Advanced Prep: None

Program Level: Overview

Learning Objectives:

  • Cite updates in the tax code or new cases in tax court that occurred in 2023 which impact high-net-worth individuals and families.
  • Describe tax planning techniques that can be used for mitigating income or estate tax liabilities, given the right set of facts and circumstances.
  • Recognize activities and/or behaviors which may trigger or complicate state tax audits for high-net-worth individuals.

BDO USA, LLP 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

Details

Date:
November 8, 2023
Time:
1:00 pm - 2:00 pm EST
Cost:
Free
Event Category:
Event Tags:
Website:
https://www.bdo.com/events/year-end-planning-for-private-clients

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.