Skip to main content
California Lawyers Association Logo
Visit cla Website
Browse by
Delivery Type browse by
  • Calendar

  • CLEtoGo (Podcasts) (2077)
  • Webcast (4)
  • Zoom Webinar (16)
  • OnDemand (2186)
  • Self Study Articles (137)
     
Hello, Guest
Sign in Browse By
  • Sign In
    New Customer? Start Here

  • Frequently Asked Questions
0
Cart
loading...
Event Date Search
  
Postal Code Search
   
Speaker Search
Credits Search
  • Home
  • »
  • Taxation 
  • »
  • Product Details
You must select a location to proceed.
Yes
No
There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Adding Registration Loading Image Adding Registration, Please wait...
You must be logged in to perform this action.
Log in
Cancel
CLEtoGo (Podcasts)

Buy, Borrow, Die: Challenges, Deferral Mechanisms, and Planning Structures in Achieving Maximum Tax Advantage; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference


Taxation Law Section
Credit(s): 1 Legal Specialization in Estate Planning; Trust & Probate Law
1 Legal Specialization in Taxation Law
1 Participatory MCLE Credits
Course Number: TAX_AM_2024_11
Original Program Date: November 7, 2024
Duration: 59 minutes
Access: Available for 3 months after Registration
Passport: This product is Passport Eligible 
  • Facebook
  • LinkedIn
  • X
  • E-Mail
    • Description
    • Sessions
    • Credits
    • Faculty
    • Materials
    • Reviews
    • Dates and Locations
    Category: Taxation, Closed Captioned Courses, Trusts & Estates
    Category: Taxation, Closed Captioned Courses, Trusts & Estates (show less)
    "With just three actions and the magic of IRC section 1014's basis step-up rule, many believe that high net-worth individuals never have to pay capital gains taxes. But the technique is in fact not as simple as it sounds. 

    This panel will discuss how to actually implement the technique by considering economic obstacles the technique faces, how deferral strategies may or may not increase the technique's viability, and structures to address the technique's greatest obstacle--the estate tax."
    1 Legal Specialization in Estate Planning; Trust & Probate Law  

    1 Legal Specialization in Taxation Law  

    1 Participatory MCLE Credits

    Customers Who Bought This Item Also Bought

    Screen Cap
    (CLEtoGo (Podcasts))
    How to Sell Houses When Co-Owners Disagree
    Screen Cap
    (Self Study Articles)
    Drafting Trusts for Sustainable Investing In California
    Screen Cap
    (CLEtoGo (Podcasts))
    Fancy Assets: Tax Planning for Leasing, Purchasing, and Owning Luxury Aircraft, Watercraft, Automobiles, Artwork, and Home and Agricultural Real Estate; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    QSBS Planning for Shareholders: Trusts, Stacking, Rollovers, and More; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
    Screen Cap
    (OnDemand)
    2019 Annual Meeting: Appointed Attorneys in Conservatorship Cases are Advocates, Not Reporters
    Screen Cap
    (Self Study Articles)
    International Estate Planning: Traps and Tips for the Domestic Estate Planner
    Screen Cap
    (OnDemand)
    2020 Annual Meeting: With All Due Respect: Best Practices in the Courtroom from Judges and Litigants
    Screen Cap
    (Self Study Articles)
    Whose Money is it Anyway? Making Cents of the California Uniform Principal and Income Act
    Screen Cap
    (CLEtoGo (Podcasts))
    Intersection of Estate Planning and Crypto Assets
    Screen Cap
    (CLEtoGo (Podcasts))
    Passing the Family Business on to the Next Gen Equally When Some of the Children Will Not Be Active; 2023 Annual Meeting of the Tax Bar and Tax Policy Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    Ethica Ex Machina: AI Ethics for T&E Attorneys and their Clients
    Screen Cap
    (CLEtoGo (Podcasts))
    Ethics 2024: Cyber Scams and Client Trust Account Fraud
    Screen Cap
    (CLEtoGo (Podcasts))
    How to Sell Houses When Co-Owners Disagree
    Screen Cap
    (Self Study Articles)
    Drafting Trusts for Sustainable Investing In California
    Screen Cap
    (CLEtoGo (Podcasts))
    Fancy Assets: Tax Planning for Leasing, Purchasing, and Owning Luxury Aircraft, Watercraft, Automobiles, Artwork, and Home and Agricultural Real Estate; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
    Screen Cap
    (CLEtoGo (Podcasts))
    QSBS Planning for Shareholders: Trusts, Stacking, Rollovers, and More; 2024 Annual Meeting of the Tax Bar and Tax Policy Conference
    Screen Cap
    (OnDemand)
    2019 Annual Meeting: Appointed Attorneys in Conservatorship Cases are Advocates, Not Reporters
    Screen Cap
    (Self Study Articles)
    International Estate Planning: Traps and Tips for the Domestic Estate Planner
    Screen Cap
    (OnDemand)
    2020 Annual Meeting: With All Due Respect: Best Practices in the Courtroom from Judges and Litigants
    Screen Cap
    (Self Study Articles)
    Whose Money is it Anyway? Making Cents of the California Uniform Principal and Income Act
    1
    2
    3
    PrevNext
    Stop

    Purchase Options

    Add to CartCLEtoGo (Podcasts)
    Non-Member Price
    $65.00
       
    Member Price
    $45.00
    We are committed to accessibility! All OnDemand programs after January 1, 2022 include closed captioning. To request closed captioning for a program older than January 1, 2022, send us a note at accessibility@calawyers.org or contact us at 916-516-1760 for assistance.
    Have a Question?
    See our FAQ's
    Privacy Policy
    Contact us at (877) 880-1335
    Email Us

    CCPA & GDPR