Advanced Tax Planning Course - Summer 2011
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Course Information:
Syllabus
Class Materials:
Primer on Income Taxation & Taxation of Investments
Primer on Estate Taxation (2011)
Primer on GSTT (2011)
Distributions from Qualified Plans
Grantor Trusts: GRATs, GRUTs, & IDGTs
Business Succession Planning - Buy-Sell Agreement Slides
Business Succession Planning - Buy-Sell Agreement Reading
Asset Protection Slides
Supplemental Readings & Materials:
How High are Taxes Today
Baseball Fan Taxed on Reward for Jeter's 3000th Hit
Dynasty Trust Comparison Spreadsheet
Should I Contribute to a Traditional or Roth IRA (Yahoo Finance)
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
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.
Class 2 - Part 1: Income Tax Primer
Class 2 - Part 2: Income Tax Primer
Class 3 - Part 1: Income Tax Primer
Class 3 - Part 2: Estate Tax Primer
Class 4 - Part 1: Estate Tax Primer
Class 4 - Part 2: Estate Tax Primer
Class 5 - Part 1: GST Primer
Class 5 - Part 2: GST Primer
Class 6 - Retirement Distribution Planning
Class 7 - GRITs, Part I
Class 7 - GRITs, Part II
Class 7 - GRITs, Part III
Class 8 - IDGTs & Opportunity Shifting, Part I
Class 9 - IDGTs & Opportunity Shifting, Part II
Class 10 - Real Estate Tax Issues - Part I
Class 10 - Real Estate Tax Issues - Part II
Class 11 - Charitable Giving - Part I
Class 11 - Charitable Giving - Part 2
Class 12 - Charitable Giving - Part 3
Class 12 - Buy-Sell Agreements - Part I
Final Exam:
This page and all material found on this site are copyrighted, proprietary
material. Copyright (c) 2011. Thomas P. Langdon. All Rights Reserved.
Syllabus
Class Materials:
Primer on Income Taxation & Taxation of Investments
Primer on Estate Taxation (2011)
Primer on GSTT (2011)
Distributions from Qualified Plans
Grantor Trusts: GRATs, GRUTs, & IDGTs
Business Succession Planning - Buy-Sell Agreement Slides
Business Succession Planning - Buy-Sell Agreement Reading
Asset Protection Slides
Supplemental Readings & Materials:
How High are Taxes Today
Baseball Fan Taxed on Reward for Jeter's 3000th Hit
Dynasty Trust Comparison Spreadsheet
Should I Contribute to a Traditional or Roth IRA (Yahoo Finance)
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
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.
Class 2 - Part 1: Income Tax Primer
Class 2 - Part 2: Income Tax Primer
Class 3 - Part 1: Income Tax Primer
Class 3 - Part 2: Estate Tax Primer
Class 4 - Part 1: Estate Tax Primer
Class 4 - Part 2: Estate Tax Primer
Class 5 - Part 1: GST Primer
Class 5 - Part 2: GST Primer
Class 6 - Retirement Distribution Planning
Class 7 - GRITs, Part I
Class 7 - GRITs, Part II
Class 7 - GRITs, Part III
Class 8 - IDGTs & Opportunity Shifting, Part I
Class 9 - IDGTs & Opportunity Shifting, Part II
Class 10 - Real Estate Tax Issues - Part I
Class 10 - Real Estate Tax Issues - Part II
Class 11 - Charitable Giving - Part I
Class 11 - Charitable Giving - Part 2
Class 12 - Charitable Giving - Part 3
Class 12 - Buy-Sell Agreements - Part I
Final Exam:
This page and all material found on this site are copyrighted, proprietary
material. Copyright (c) 2011. Thomas P. Langdon. All Rights Reserved.
The Tax Professor's Corner
Thomas P. Langdon