House Planning Post-TCJA

Presented by: 

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD 

Program Description 

The 2017 Tax Act dramatically changed planning for personal residences. Home mortgage interest deductions were restricted, state and local tax ("SALT") limitations were imposed the estate tax and standard deductions were doubled. The interplay of all these changes has opened up new planning opportunities and requires the reconsideration of much of existing/old planning. How can tax deductions be salvaged? What types of trusts can or should be used in this type of planning? What can or should be done with old QPRTs? How are vacation homes affected?

Learning Objectives   

• Learn how the new 2017 tax rules affect both directly and indirectly planning for homes and vacation homes.
• Learn creative applications of how grantor trusts may salvage property tax deductions for client homes.
• Learn nuances and practical implications that must be addressed in trying to save property tax deductions with grantor trusts.
• Learn how vacation homes and QPRTs are affected and what practitioners might do.

Date & Time

Webinar: Thursday, October 4, 2018                                                                

2:00 p.m. - 3:00 p.m. Eastern (11:00 a.m PT)

Education

NASBA-approved for 1.0 CPE credit in Tax; 1.0 (M)CLE credit*
 

Cost

Education Credit*: AAA-CPA Members $15.00; Non-Members $30.00

Non-Education Credit (Listen-Only): AAA-CPA Members: FREE; Non-Members $25.00 

Registration  

The webinar information and materials for the program will be sent via email one day prior to the program

Requests for refunds must be received in writing by October 2, 2018 and will be subject to a $5.00 cancelation/administration fee. For information on the cancelation policies please contact our office at 888-ATTY-CPA.

Additional Information

Delivery Method: Group Internet Live

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

Who Should Attend? Attorneys, CPAs, Business Professionals

About the Presenter

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City. His practice concentrates on estate and tax planning, planning for closely held businesses, estate administration.  

A widely quoted expert on tax matters, Mr. Shenkman is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a tax expert on numerous public and cable television shows including The Today Show, CNN, NBC Evening News, CNBC, MSNBC, CNN-FN, and others. He is a frequent guest on radio talk shows throughout the country and has a regular weekly radio show on Money Matters Financial Network. Full biography available by clicking here.

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and CLE. Of course, the decisions of various state authorities determine the actual credit granted. There are no prerequisites or advance preparation requirements for this course. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org. 

*(M)CLE varies by state. Though we are accredited for (M)CLE in PA they will not accept Study Groups for credit. If you require (M)CLE in a specific state, please send a request to studygroups@attorney-cpa.com prior to the program date and we will do our best to arrange for credit. Please note that most state bars will accept our Certificates of Attendance sent in by the attorney and NOT charge a fee. A general Certificate of Attendance will be made available for those professionals who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.