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DTSTART:20241009T150000Z
DTEND:20241009T160000Z
LOCATION:Thompson Coburn LLP - 505 N. 7th Street One US Bank Plaza St. Louis, MO 63101
UID:2637020241009T150000ZMembers Only - How to Shift Income to Beneficiaries 
DTSTAMP:20260614T040546Z
DESCRIPTION:\nMembers Only Event - Complimentary for members\n \nTopic: How to Shift Income to Beneficiaries\n \nSpeakers: Laura Duncan/Steve Gorin Thompson Coburn LLP \n \nTime: 10-11am. (In person or virtual option)  \n \nLocation: Thompson Coburn LLP - One US Bank Plaza, St. Louis, MO 63101\n \n[Register HERE! ](https://www.epcstlouis.org/events/event/26370)\n \nWe will discuss whether and how to shift taxable income (including capital gains) from trusts to beneficiaries.\n \nCPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.\n \nContinuing Education\n \nEPCSTL has requested approval for continuing education in the following areas: CTFA, CLE, CPE, CFP, L&H Insurance   \n \nCPE Information for CPAs\n \nThe sponsor assures that the program content and program level is appropriate for the intended participants.\n \nParticipants will: \n \nLearning Objectives:\n \nYou will learn:\n How tax preparers can work with other professionals to optimize tax results (10 minutes) What trust provisions authorize what amount of distributions (15 minutes) Which trustees can be authorized to make which distributions (10 minutes) When distributions are or are not advisable, notwithstanding tax savings (10 minutes) How to tax capital gains to beneficiaries instead of to trusts (15 minutes) \nSpeaker bios: \n \nSteve Gorin - Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions.\n \nSteve crafts estate plans for individuals, keeping in mind their financial security and desire to save income and estate tax. In his work for businesses, Steve helps owners plan for the eventual sale (to co-owners, employees, or third parties) or transfer (to family members), and provides a legal framework for an orderly transition while strategically saving income, transfer, and FICA taxes.\n \nDrawing on his background as an accountant — and his still-current CPA license and Chartered Global Management Accountant credential — Steve structures businesses to achieve business objectives and save income or estate tax. He has helped fledgling businesses organize, thriving businesses restructure to save hundreds of thousands of dollars of income tax when planning a transition to the next ownership group, and mature multi-million or billion-dollar businesses plan tax-saving transfers to the next generation.\n \nOver the course of his 30-year career, Steve has amassed a deep knowledge of nearly every aspect of tax strategy for privately held businesses and freely shares that knowledge with others in the field. His quarterly newsletter, "Business Succession Solutions" is considered essential reading for hundreds of CPAs and attorneys, who describe it as "a fantastic contribution to the field."\n \nSteve is a highly visible member of the ABA's Real Property, Trust & Estate Law Section and the American College of Trust & Estate Counsel, which regularly directs its members to Steve's quarterly newsletter. He has represented both groups in comments to the IRS, the U.S. Treasury, and tax lawmakers.\n \nLaura Duncan- Laura's practice is focused on all aspects of estate planning, including the preparation of estate planning documents, probate and tax law, tax planning and business succession planning.\n \nIn addition, Laura has experience in will and trust constructions, tax controversies, real estate and premarital agreements. She also works closely with attorneys in our litigation department on estate and trust litigation.\n \nLaura handles the administration of estates and trusts and the preparation of estate and gift tax returns as well as fiduciary income tax returns. She also advises executors and trustees regarding fiduciary responsibilities, administration issues and tax preparation and planning.\n
SUMMARY:Members Only - How to Shift Income to Beneficiaries  - Estate Planning Council of St. Louis 
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