I am excited to announce that our training partner, Tax Forum, the pre-eminent resource for flow-through tax planning training, has just made available a complimentary 30-minute presentation entitled: “Using a Grantor Trust to Transfer Closely Held Business Interests.”
This presentation was the first exhibit presented during their 2023 Tax Planning Forum® program – included within the section entitled “Top 10 Structuring Techniques and Foot Faults” – and uses a real-to-life example to provide tax-planning professionals with both strategic and practical insights into the reasons to use a grantor trust for income tax and estate tax purposes involving the transfer of an interest on a closely-held business for the benefit of family members.
The Tax Planning Forum is developed entirely new each year, so this exhibit will not be included within their 2024 program, but it remains as relevant and valuable today as it was in 2023. Plus, take it from me, the Tax Planning Forum faculty deliver their programs in an exceptionally enjoyable and easy-to-understand manner.
Note: this complimentary on-demand program includes no quizzes or tests and therefore attendees will not receive any CPE or CLE credit. However, Tax Forum’s regular programs – both group live and self-study QAS – are all NASBA certified and provide CPE and CLE credit.
More flow-through tax planning programs available – designed to meet your needs, schedule and learning style
You can learn more about Tax Forum and their flagship group live and in-person programs by visiting their website.
- Annual Partnership, LLC & S Corporation Tax Planning Forum® – an intensive tax flow-through entity tax planning program that incorporates recent developments from Congress, Treasury, the IRS, case law, and the hottest flow-through planning techniques.
- Fundamentals of Flow-Through® – an essential course designed for CPAs and attorneys who would like to develop a more solid and integrated foundation in partnership, LLC and S corporation taxation or merely want to brush up on flow-through entity fundamentals.
Also, Tax Forum has a number of self-study programs available on-demand, including:
- The §465 At-Risk Rules: Important Concepts
- Planning and More Under the S Corporation §1374 Built-In Gain Rules
- What To Do About a Blown 83(b) Election
- Serial Redemption in a Personal Service Partnership
- The Evolving Thought Process on Tax Distributions
To register for any of these programs or to learn more, visit their intuitive learning platform where you can set up a profile and enjoy the Tax Forum programs at your convenience.
If you have any questions about the Tax Forum programs, please do not hesitate to reach out to Tax Forum directly at support@taxforums.com or (800) 286-4760.
