Current Trends in Tax, Business Succession and Estate Planning

Nov 10, 2009 1:00 pm - 4:00 pm (Tuesday)
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Event details: Current Trends in Tax, Business Succession and Estate Pla...
Description
Complimentary catered networking session immediately following the program
THREE HOURS OF MCLE Credit Approved
PROGRAM:
In this MCLE/CPE program, learn cutting-edge strategies that allow your clients to take advantage of depressed real estate values and low interest rates.
- New ideas for structuring clients’ affairs to qualify for estate tax deferral
- Pre- and Post-Death Liquidity Planning-Commercial and Graegin Loans
- Updates on Family Limited Partnerships and Limited Liability Companies as business succession tools
- Analysis of recent Tax Court developments and IRS rulings
- Case studies based on actual families and businesses
For more information click on the flyer below, or to register go to http://www.sandiego.edu/bmcevent/.
Cost
$295
More about University of San Diego
University of San Diego
The University of San Diego is a Roman Catholic institution, founded by the Most Reverend Charles F. Buddy, first bishop of the Diocese of San Diego, and Mother Rosalie Hill, superior vicar of the Society of the Sacred Heart.The university is committed to advancing academic excellence, expanding liberal and professional knowledge, creating a diverse and inclusive community, and preparing leaders dedicated to ethical conduct and compassionate service.
This mission is grounded in Catholic social teachings, a tradition of thought and action that affirms the Church’s commitment to work for a just and peaceful society. Students are encouraged to explore how faith and reason are compatible in education, and to develop strong moral convictions.
The university welcomes students, faculty and staff of all faiths, and believes all people benefit from the examination of other traditions.
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