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Audio & Reference Manual

Family Limited Partnership Estate Planning Strategies

Runtime: 89 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Current Real World Overview

FLPs for Business and Estate Survival

  • FLPs as Business Succession Tool (Nontax)

- Business Succession Concerns

- Sales - Direct vs. FLP

- Buy-Sell Agreements

- Valuation/Payment Strategies

- Senior Generation Cash Flow Concerns

  • FLP as Estate Reduction Tool (Tax Motivated)

- Gift/Sale Options

- Valuation Revisited

- Protecting Section 6166

  • Advanced Planning

- GRAT/FLP Combination

- Charitable Planning

- Life Insurance Planning

FLP - Limited Partnerships vs. Limited Liability Companies

  • Legal Issues

- Asset Protection

- Organizational

  • Drafting Issues

Tax Issues With FLPs

  • Income Tax Issues
  • Estate Tax Issues
  • Tax Challenges
  • Settlement Guidelines
  • Congressional Reform
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Cameron L. Hess, Esq., CPA, MBT

Cameron L. Hess, Esq., CPA, MBT

Wagner Kirkman Blaine Klomparens & Youmans LLP

  • Partner with the Northern California law firm of Wagner Kirkman Blaine Klomparens & Youmans LLP
  • Practice focuses on real estate, business (including nonprofit) and tax representation, with an emphasis on property taxes, sales taxes and unitary income taxation
  • Previously managed KPMG's state and local tax practice
  • Past property tax columnist for Spidells California Taxletter
  • More than 28 years of experience
  • Chair of The RED Group, a CalCPA Sacramento Real Estate think tank, 1992 to 2012
  • Chair/past chair – CalCPA Real Estate Conference (California conference and Sacramento Chapter Conference) 2002 to 2012
  • President, Rental Housing Association of Sacramento Valley
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Pay once and get a full year of unlimited training in any format, any time!

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  • State Specific Credit Tracker
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* For audio recordings you only pay shipping

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Product ID: 397295
Published 2017
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Available in Multiple Formats

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