EST2620. Income Tax Planning with the High-Exemption Amounts

Over the last 30 years, the growing basic exclusion amount has slowly turned estate tax planning upside-down. Once prudent techniques can now often be counterproductive. In short, planning decisions have become more nuanced.

This course will build a framework to understand the mathematics of estate planning and provide specific ideas you can implement.

Learning Objectives:

• Understand the mathematics of current prudent planning.
• Know specific planning strategies available to reduce income tax liabilities.