Capital Gain Minimization Techniques

Course Details

Date

Monday, September 23, 2019

7:00am – 9:00am
(Registration: 6:30am)

Field of Study

Taxation

Course Number

4193805B

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Overview

Vendor

CalCPA Education Foundation

Prerequisites

None.

Description

There are a dozen ways to reduce, defer or eliminate capital gains. Most people only hear about 1031 exchanges and charitable remainder trust—learn about the rest.

Highlights

  • The underappreciated economic importance of a 30 year deferral.
  • Maintaining dictatorial control using a children's trust.  Sections 453(e), 453A and 754.
    The federal and state 40% economic substance doctrine penalties.
  • Structures sold on the internet.
  • The importance of planning far in advance, sometimes years in advance.

Objectives

Become familiar with the breadth and depth of alternatives to paying the tax, though often that is the best decision for any particular client.

Designed For

CPAs and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$60.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$94.00
Your Price $94.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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