Tax Planning for High Net Worth Individuals

Exam Questions: 20
Course Level: Basic
Pages: 96 | Content: 88, Supplemental: 8
NASBA Area of Study: Taxes
Not Acceptable for: N/A
Version: 7635C

The Tax Cuts and Jobs Act of 2017 (TCJA) directly affects high net worth individuals, their investment entities, and family offices. This course addresses the impact of the TCJA and its likelihood to spur gift planning, increase the use of trusts, give rise to new compensation arrangements, and even increase the consideration of conversion from an individual status to corporate formation. All course material provided. No prerequisites. Course level: Basic.

EA Program Approval Number: ZX34G-T-00542-23-S

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Course Information

Table of Contents
  • Key Provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) Applicable to Asset Protection Planners
  • Asset Protection/Estate Planning for Married Couples
  • Basis Planning; Fixing Outdated Estate/Asset Protection Plans
  • To recognize changes made by the TCJA that affect high net worth taxpayers
  • To recall estate planning considerations that are specific to high net worth married couples
  • To recognize estate planning techniques for the asset protection of high net worth taxpayers

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