New partnership audit rules require a fresh look at the process of selling a partnership interest and partners’ relationships when an audit occurs. Separately, tax reform provides new income tax planning opportunities for using trusts to hold business entities. Finally, a recent case involving family offices sheds some light on avoiding the disallowance of investment management fees.
In this webinar, the presenter will discuss:
Approved for 1.5 hours general CLE credit in California and Illinois
Approved 1.8 hours general CLE credit in Missouri
*Please note that this is a 90-minute presentation
Steve's 1st quarter 2018 newsletter is available here.
Steve's current materials, Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications, are available by emailing firstname.lastname@example.org.
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