Do You Know Every One of the Over 16 Available
Capital Gains Tax Planning Strategies?
When a client or prospect is looking to dispose of a highly appreciated asset, and avoid paying tens or hundreds of thousands of dollars in capital gains taxes, is your immediate “go-to” advice the garden-variety installment sale, 1031 exchange, or charitable remainder trust?
Or, are you aware of at least 13 other strategies - - ones your clients or prospects, and possibly their advisors too have never heard of - - that will make you their new, favorite advisor (and generate lots of referrals!)?
Whether you’re a CPA, financial advisor, or attorney, you need to find out about:
- “Friendly but unrelated party” installment sales
- Deferred sales trusts, including “C453”
- Section 1031 “drop and swap”
- Partnership transactions, including the February 9, 2006, IRS “BOB” Announcement
- “Moving” to Nevada, Puerto Rico or elsewhere
- NNGs, DNGs, WNGs
- Charitable Remainder Trusts, with a twist
- Charitable LLCs, including Notice 2004-30
- PPLI
- One-Day ESOP Technique
- And much more!
Find out about all of these valuable, yet little-known strategies by joining renowned tax and estate planning attorney, Bruce Givner, for a unique 90-minute presentation entitled, “Capital Gains Tax Planning Strategies You’ve Never Heard Of”.
- Program Title: Capital Gains Tax Planning Strategies You’ve Never Heard Of
- Speaker: Bruce Givner
- Duration: 90 Minutes
Bruce Givner
Esq.
Bruce Givner, Esq. is an estate and tax planning attorney of the Law Firm of Givner and Kaye, located in Los Angeles, California. Mr. Givner graduated from U.C.L.A., Columbia University Law School, and N.Y.U.’s Graduate Tax Law Program and specializes in the area of asset protection and advanced estate planning. He has personally worked with Mr. Philip Kavesh for over 30 years and continues to serve “of counsel” to Mr. Kavesh’s law firm, Kavesh, Minor and Otis, Inc.
Mr. Givner has been cited as a “tax expert” by the U.S. Tax Court, the California Court of Appeals, and the Wall Street Journal. He’s also written books on estate tax planning for the California CPA Society and the AICPA, and has co-authored three for the California Bar Association. He represented the winning taxpayers in the 1994 Tax Court case L&B Pipe and Supply, in which the IRS sought almost $2,000,000 in back taxes and interest due to alleged unreasonable compensation. The U.S. Tax Court awarded the IRS nothing.
His most recent Tax Court case, involving an FLP established on August 3, 2002, where the parent died on August 8, 2002, settled one month before trial when the IRS conceded that IRC §2036 did not apply.
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.