July 2, 2024
On July 12 at 3:20 pm (PT), senior counsel Jonathan Lurie and associate Melody Soroudi will participate in a panel titled “Deferral and Deductions Under the Estate Tax Return.” The event is part of the Estate and Trust Planning Conference 2024, hosted by the California Society of CPAs in La Jolla, California.
The panelists will provide insights on 6161 relief for hardship deferral to enhance estate planning for high-net-worth clients and closely held businesses. Additional topics will include TCLATs, Graegin Loans, and the complexities of Form 6166, as well as strategies for effectively deducting interest, managing future expenses and navigating recourse and non-recourse debt.
Learn more and register here.
The panelists will provide insights on 6161 relief for hardship deferral to enhance estate planning for high-net-worth clients and closely held businesses. Additional topics will include TCLATs, Graegin Loans, and the complexities of Form 6166, as well as strategies for effectively deducting interest, managing future expenses and navigating recourse and non-recourse debt.
Learn more and register here.
