Taxation and Estate Planning for Clients With Collectible Assets

$199.00

SKU: 407335

Description

Gain an understanding on taxes related to collectables and learn to properly advise your clients when they are adding to or passing on their collectible assets.
This topic will explore what clients need to know about protecting, adding to, and passing on their collectible assets. You will learn how collections can be taxed, strategies for balancing publicity and privacy, how to plan for a collections future, and when collections can be used as collateral. The material will also discuss when litigation can be helpful.

Date: 2020-09-10 Start Time: 1:00 PM ET End Time: 2:40 PM ET

Learning Objectives

* You will be able to define income taxes.

* You will be able to discuss the different transfer taxes.

* You will be able to review sales and use taxes.

* You will be able to explain how to use opportunity zones to build your collection.

Income Taxes

Donations During Life

Transfer Taxes: Estate, Gift, and GST Tax
• Donations After Death

Significant Recent Cases

Estate Administration

Valuation

Sales and Use Taxes

Using Opportunity Zones to Build Your Collection

AIPB ,CPE ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Brad S. Cohen-Jeffer Mangels Butler & Mitchell LLP, Megan Ferkel Earhart – Jeffer Mangels Butler & Mitchell LLP, Anita Heriot – Pall Mall Art Advisors