Session One: Business Succession Planning for Agricultural Clients
Transferring the closely-held business can be challenging. This session is designed to explain how to take advantage of the partnership structure to both build the net worth of the younger generation while providing for the comfortable exit of the older
generation. Along the way, the Internal Revenue Code has placed a few land mines but also some nuggets of gold. The goal is to provide an effective road-map to increase the after-tax wealth of your clients. A case study (including federal tax forms) will be
used throughout the session.
This session covered:
Session Two: Top Five Estate Planning Dangers: https://www.calt.iastate.edu/taxplace/video/seminar-replay-session-2-agr...
Session Three: Ethical Issues for Tax Professionals: https://www.calt.iastate.edu/taxplace/video/seminar-replay-session-3-agr...
To purchase the electronic manual and powerpoints from this seminar, please contact Tiffany: firstname.lastname@example.org
CALT does not provide legal advice. Any information provided on this website is not intended to be a substitute for legal services from a competent professional. CALT's work is supported by fee-based seminars and generous private gifts. Any opinions, findings, conclusions or recommendations expressed in the material contained on this website do not necessarily reflect the views of Iowa State University.