November Lunch Hour Webinar

Date: Wednesday, November 10, 2021
Time: 12:00pm - 1:30pm
Speaker: Steven B. Gorin, JD, CPA, CGMA, AEP

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Topic: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates 

About the Program

In this intermediate level presentation, we will explore how changing income tax rates affect planning for business owners and trusts, with a view towards strategic estate planning/administration issues. Topics include:

  1. Compare the overall tax burden when a C corporation distributes none, half, or all of its earnings and how that stacks up against a pass-through entity. Consider how these issues affect planning for distributions and inform estate planning as well as what entities are best for your clients.

  2. If capital gain rates are repealed for high income taxpayers, that will be horrible for trusts that accumulate capital gains.  Review practical tools for passing capital gains from trusts to beneficiaries –much more flexibility exists than most people think.

  3. Potential big increases capital gain rates may make portfolio turnover becomes much more expensive.  Consider how variable life insurance may reduce that tax burden.


About the Speaker

Steve Gorin practiced accounting for his first eight years after law school and continues to make income tax planning an integral part of his estate planning law practice.  Over 8,000 tax and estate planning professionals subscribe to his quarterly newsletter so that they can receive the most recent version of “Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications,” over 2,800 pages of technical materials distributed without charge.  Steve enjoys working with planners throughout the country from all professions comprising NAEPC.


By now you should be familiar with our new DoorDash portal through which you will be authorized a credit of up to $25  (members) & $15 (for registered guests) that you can use for your lunch on 11/10/2021 **Please note the credit is for use only on November 10, 2021

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