Capital Gains/Loss and Income Tax in Estate Planning

presented by NBI, Inc.
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Course Description

Current Tax Efficiency Tactics for Your Clients

The virtual elimination of estate/gift/GST tax concern for most clients has opened up opportunities for new and different tax-planning opportunities for trusts and estates. At the same time, ongoing tax reform efforts challenge current planning approaches. This strategic tax briefing offers you specific guidance on tactics using the step-up in basis, recognizing trust income and loss, inclusion of capital gains in DNI and more. Register today!

  • Fine new ways to use closely held businesses in guarding clients' assets.
  • Get advice on tailoring your tax planning to current market and individual client needs.
  • Adjust your trust tax-planning tactics to reflect changes in tax laws and beneficiary needs.
  • Maximize your use of deductions and loss recapture.


All times are shown in Eastern time.

  1. Capital Gains/Loss Tactics in a Low-Interest Market
    2:00 - 2:20, Rick K. Shapiro
  2. Basis Step-Up Strategies: Maximizing Taxable Estates, Power of Substitution and More
    2:20 - 2:40, Robert F. Brogan
  3. Income Tax Planning Techniques for Individuals and Estates
    2:40 - 3:10, Rick K. Shapiro
  4. Capturing Loss/Deductions
    3:10 - 3:40, Rick K. Shapiro
  5. Trust Income Taxation Tactics
    3:55 - 4:25, Robert F. Brogan
  6. Inclusion of Capital Gains in DNI
    4:25 - 4:45, Robert F. Brogan
  7. Planning with and for Closely Held Businesses
    4:45 - 5:15, Rick K. Shapiro

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, trust officers, estate planners, wealth managers, investment advisers and paralegals may also benefit.

Additional Information

Training Provider: NBI, Inc.

Course Topics: Law Training > Asset Protection/Estate Planning

Training Course Summary: Capital Gains/Loss and Income Tax in Estate Planning

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