Advanced Tax Planning Course - Summer 2014
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Course Information:
Syllabus
Class Materials:
Primer on Income Tax Planning - Slides
Introduction to Estate Taxation - Slides
Introduction to GSTT - Slides
Retirement Plan Distributions - Slides
Intro to Charitable Planning - Slides
GRATs, GRUTs & IDGTs - Outline
Supplemental Readings & Materials:
Dynasty Trust Comparison Spreadsheet
Some humor for the weekend: The Tax System Explained in Beer.
A colleague forwarded this to me, and I thought you might find it
interesting.
Class Recordings - 2012 Class
You may play these recordings by clicking on be links below. You can also
right click to download these files to your computer. All presentations are
copyrighted, proprietary material. You are granted a limited license to use
these materials for your study of the course, but they may not be distributed,
posted on other websites, or publicly broadcast without the express written
consent of the presenter.
Income Tax Primer - Part 2 - July 12
Income Tax Primer - Part 3 - July 12
Income Tax Primer - Part 4 - July 12
Estate Tax Primer - Part 1 - July 12
Estate Tax Primer - Part 2 - July 12
Estate Tax Primer - Part 3 - July 12
GST Primer - Part 1 - July 12
GST Primer - Part 2 - July 12
Ret Plan DIstributions - July 12
Taxation of Real Estate Transactions
Charitable Tax Planning
Estate Freezes
Estate Freezes with Trusts
Grantor Trusts
Asset Protection
Asset Protection - Prenups
Health Insurance & Taxes
President's Budget Proposal & Ed Funding
Final Exam:
There is no final for the course. See the syllabus for paper
requirements.
This page and all material found on this site are copyrighted, proprietary
material. You are granted a non-exclusive license to use this material for
studying for your course. None of these materials may be publicly
distributed or played without the express written consent of the author.
Copyright (c) 2012-2014. Thomas P. Langdon. All Rights Reserved.
Syllabus
Class Materials:
Primer on Income Tax Planning - Slides
Introduction to Estate Taxation - Slides
Introduction to GSTT - Slides
Retirement Plan Distributions - Slides
Intro to Charitable Planning - Slides
GRATs, GRUTs & IDGTs - Outline
Supplemental Readings & Materials:
Dynasty Trust Comparison Spreadsheet
Some humor for the weekend: The Tax System Explained in Beer.
A colleague forwarded this to me, and I thought you might find it
interesting.
Class Recordings - 2012 Class
You may play these recordings by clicking on be links below. You can also
right click to download these files to your computer. All presentations are
copyrighted, proprietary material. You are granted a limited license to use
these materials for your study of the course, but they may not be distributed,
posted on other websites, or publicly broadcast without the express written
consent of the presenter.
Income Tax Primer - Part 2 - July 12
Income Tax Primer - Part 3 - July 12
Income Tax Primer - Part 4 - July 12
Estate Tax Primer - Part 1 - July 12
Estate Tax Primer - Part 2 - July 12
Estate Tax Primer - Part 3 - July 12
GST Primer - Part 1 - July 12
GST Primer - Part 2 - July 12
Ret Plan DIstributions - July 12
Taxation of Real Estate Transactions
Charitable Tax Planning
Estate Freezes
Estate Freezes with Trusts
Grantor Trusts
Asset Protection
Asset Protection - Prenups
Health Insurance & Taxes
President's Budget Proposal & Ed Funding
Final Exam:
There is no final for the course. See the syllabus for paper
requirements.
This page and all material found on this site are copyrighted, proprietary
material. You are granted a non-exclusive license to use this material for
studying for your course. None of these materials may be publicly
distributed or played without the express written consent of the author.
Copyright (c) 2012-2014. Thomas P. Langdon. All Rights Reserved.
The Tax Professor's Corner
Thomas P. Langdon