Conference on Sophisticated Tax Planning for Wealthy Clients in NY

November 10, 2008
TIAA-CREF 730 Third Avenue (between 45th and 46th Auditorium, 17th York, NY 10017
The 2008 AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients assembles an all-star cast of industry experts and presenters. These tax experts, who are personally selected by Sid Kess, will present information on a broad array of tax topics.

Estate Planning for the Closely Held Business Owner
Presented by Dan Daniels, Wiggins & Dana LLP, Stamford, CT

Monday, August 18
3:20 pm - 4:10 pm

Small and medium-sized businesses are the engine of the American economy. The smart and creative people who own these businesses are the engine of the American economy. The smart and creative people who own these businesses can be wonderful clients for accountants and other advisers. Yet planning for the business owner is one of the most challenging areas of estate planning. It entails knowledge of not only estate, gift and generation skipping tax principles, but also income tax, asset protection, corporate, partnership and trust law. This session will provide a practical and informative guide to planning for these important clients and their families. Topics covered include:

  • Tax-Advantaged Lifetime Gift and Sale Opportunities
  • Choice of Entity Planning
  • Buy-Sell Agreements – Practical Advice and Pitfalls to Avoid
  • Charitable Planning Strategies for Very Large Businesses

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