Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation
1.0 CPE Credit
in the Field of Taxes
Delivery: This webcast will be delivered via the BDO Online CPE Network
Prerequisites: None
Advanced Prep: None
Program Level: Basic
Learning Objectives:
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Explain home ownership support that may be deemed a gift.
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Differentiate planning opportunities for family home ownership to reduce gift and estate tax.
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Describe banking and financing strategies that may be most advantageous to consider utilizing.
BDO USA, P.C., is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Abbie M.B. Everist
Managing Director, National Tax Office, Private Client Services, BDO USA
Joan Holtz
Principal, Private Client Services, BDO USA
NOTE: There is NO CPE for this recording.
Access the presentation here.