Pre-liquidity Event Planning: Using Trusts To Maximize Income Tax Opportunities for Clients

When:  Oct 14, 2020
Date:
Wednesday, October 14, 2020
12:00 p.m. - 1:00 p.m.
 
Via Zoom
Registration is required in order to be sent the meeting instructions.
 
 
Cost:
$10.00
 
 
"Pre-liquidity Event Planning: Using Trusts To Maximize Income Tax Opportunities for Clients"
 
This presentation will provide an overview of several income tax planning opportunities for pre-liquidity using various trust structures. The presentation will discuss trust design and structure, and planning opportunities involving real estate businesses, and equity acquisition transactions, including qualified small business stock. 
 
 
Speakers:
D. Scott Robinson
Randi M. Grassgreen
 
Applied for 1 CLE General Credit
 
 
 

Location

Webinar
Denver, CO