Gain a better understanding of the tax reform and how this could affect your clients' gift and estate planning.
Tax reform is here, but is it here to stay? What do your clients need to know about the effect tax reform has on their gift and estate planning? This information reviews the opportunities available because of tax reform, including providing concrete strategies for clients who previously had no lifetime exemption remaining and for clients with a net worth below the new exemption amounts. This program also addresses audit considerations and provides practical tips on mitigating your clients' exposure in audit.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Tax Reform: What Did It Do, and Is It Here to Stay?
- Lifetime Exemption and Other Indexed Amounts
- Portability
Planning
- Reviewing the Testamentary Plan
- Strategies for Clients Who Previously Had No Lifetime Exemption Remaining
- Strategies for Clients Who Are Not "Taxable" Anymore
The Effect of the Proposed Regulations on Potential "Clawback"
Planning to Avoid Pitfalls
Gift and Estate Tax Audit Considerations
- Prepare for Audit at the Planning Stage
- Section 2036
- Installment Sales
- Statutes of Limitations and Adequate Disclosure
- Penalties
- IRS Return Selection Process for Audits
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More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on February 25, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Keri D. Brown
Baker Botts L.L.P.
- Partner in the office of Baker Botts L.L.P.
- Practice emphasizes all aspects of gift and estate tax litigation and controversy work and state court fiduciary litigation
- Conducts regular seminars and workshops on numerous aspects of gift and estate tax controversies
- Author of several publications related to transfer tax controversies
- Fellow of the American College of Trust & Estate Counsel (ACTEC)
- Board certified in estate planning and probate law by the Texas Board of Legal Specialization
- Co-chair of ABA’s RPTE Section Income & Transfer Tax Planning Group, 2018
- Council member, Houston Bar Association’s Probate, Trusts & Estates Section, 2018
- Recognized as a Texas Super Lawyer Rising Star (Thomson Reuters), 2014-2018
- Noted in The Legal 500, United States, 2009-2012, for tax controversy work
- J.D. degree, South Texas College of Law; B.A. degree, Texas A&M University
- Can be contacted at 713-229-1436. [email protected], Twitter® @KeriBrownUSA, and LinkedIn® www.linkedin.com/in/keri-brown/
Richard Ramirez
Baker Botts L.L.P.
- Special counsel in the office of Baker Botts L.L.P.
- Practice emphasizes all aspects of gift and estate tax planning for high net worth individuals
- Wrote several publications related to transfer planning techniques
- Member, Houston Bar Association’s Probate, Trusts & Estates Section, 2009 - present
- Member, Houston Business & Estate Planning Council, 2017 - present
- 2015 Leadership Council on Legal Diversity Fellow
- J.D. degree, The University of Texas School of Law; B.B.A. degree in accounting, Texas A&M University
- Can be contacted at 713-229-1471, [email protected], and LinkedIn® www.linkedin.com/in/richard-ramirez-baker-botts/
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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