Planning and Compliance Traps for Estate and Gift

OL971  |  On Demand Course  |  Update  |  Self-Study

Description

This session will focus on compliance issues relating to estate and gift planning.

This course is part of the 2023 Tennessee Federal Tax Conference Bundle. Purchase the conference bundle here.

Credits

Number of Credits Type of Credits
1.00 Taxes

Prices

Member (Early Bird)
$49.00
Non-Member (Early Bird)
$79.00
Member
$49.00
Non-Member
$79.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com

Instructors

Bryan Howard, JD, LLM

Bryan Howard is a tax attorney in Holland & Knight's Nashville office, where he works with ultra-high-net-worth families regarding their estate planning, closely held businesses, tax planning, philanthropy and asset protection matters. Mr. Howard assists clients to ensure an orderly and tax-efficient transmission of their wealth from one generation to the next.

Mr. Howard advises the owners of closely held businesses with respect to entity structure, federal and state income tax minimization, succession planning, as well as an exit from the business. He helps philanthropic clients to determine the appropriate vehicle for accomplishing their charitable objectives while obtaining income tax benefits. Mr. Howard was the principal drafter of the Tennessee Investment Services Trust Act that has enabled many Tennesseans to protect their assets from future creditors.

Many of Mr. Howard's clients have worked with him for a number of years. He often represents two or three generations of a family and/or siblings and cousins of his clients. Mr. Howard regularly works with formal and informal family offices, including their various advisors.

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