CPA - medium firm
CPA - large firm
The 2017 Tax Act changed the emphasis from saving estate taxes to saving income taxes. This webinar will focus on saving state income taxes which is very often neglected by planners. Very often, planners avoid this planning simply because of a fear that the rules are too difficult to master. However, that is simply not the case. Each state has its own taxing statutes. The sophisticated planner can carefully navigate these statutes to save income taxes for their clients.
In this webinar, you will learn:
- What factors states use to tax non-grantor trusts
- Planning opportunities for existing non-grantor trusts
- Ways to modify a trust to save state income taxes
- Planning opportunities for existing grantor trusts
- Planning opportunities with the client’s assets
- Planning opportunities for future inheritances
- Some prominent examples of different taxing states
- How to quickly access the state taxing statutes and summaries
Norma Alvarado (NRC Bookkeeping)
"The webinar is very convenient when you are attending once course and it overlaps another course that you had signed up for. I was able to take a break and continue with the next webinar . Thank you CPAacedemy for making this possible"
Ramanik P. Shah (Shah & Company, Ltd.)
"THE PRESENTATION WAS VERY INFORMATIVE AND EDUCATIONAL, DELIVERED A CONSIDERABLE AMOUNT OF INFORMATION IN A SHORT PERIOD OF TIME. WE DISCUSS A LOT ABOUT THE TOPIC, AND THIS WAS ONE OF THE BEST !"
Robert Craig (Robert W Craig, E.A. Tax Services)
"A very lively presentation that touched on many areas that I was not familiar with. I especially liked the overview of state tax filing requirements for trusts and estates. Thank you!"
Christine Hong (Christine Young Hee Hong, CPA)
"Frankly, the subject is very unfamiliar to me. However, I enjoyed the webinar because the presentation was understandable and gave me more interest in this area. Thank you very much!"
Hsiupi James (HRB RESOURCES LLC)
"Great webinar with a free CPE credit. I love it and will certainly let my colleague to know this website."
Chitra Muralidharan (Management Alternatives and Systems Services Inc.)
"So glad I attended this webinar. Great presentation and lots of information to consider. Thank You!"
Darla Griffin (Darla Griffin)
"This webinar is a good indicator for anyone wishing to test their understanding of using trusts."
Eileen Ahvenainen (Eileen Ahvenainen, CPA)
"I expect the link to the state trust ranking charts will be tremendously helpful. Thank you."
Steven Oshins
Oshins & Associates, LLC
Partner
soshins@oshins.com
(702) 341-6000 ext. 2
Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016 by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He is rated AV by the Martindale-Hubbell Law Directory. He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor, one of the Top 100 Attorneys in Worth, one of Southern Nevada’s Best Lawyers in In Business Las Vegas, one of the Best Lawyers in America in the Trusts & Estates category in The American Lawyer, one of the Best Lawyers in America in the Tax Law category in Corporate Counsel, named Nevada Super Lawyer in the Wills, Trusts & Estate Planning category in Nevada Business Journal, named Nevada Super Lawyer in the Estate Planning & Probate category in Las Vegas Life and named Mountain States Super Lawyer in the Estate Planning & Probate category. He was also named one of Southern Nevada's Top Lawyers by Vegas, Inc. and was selected for the magazine cover.
About Our Presenter
Oshins & Associates, LLC is a nationally known estate planning and asset protection firm based in Las Vegas, Nevada. The firm focuses primarily on planning large estates.
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