The Ray Quinney & Nebeker Tax, Trusts & Estate Planning Group is pleased to announce the return of the annual tax and business seminar.
Date: 11/16/22
Time: 1:30-4:30pm via Live Webinar
Due to the virtual platform this year, the seminar is free to all clients, professionals, and friends. CLE, CPE, or CFP credit will be available for a $30 processing fee.
For more information, you may also contact:
Paige Pierce moc.nqr@ecreiPP or (801) 323-3438
Speakers and Topics
Elements of Due Diligence in Real Estate Transactions
Often in commercial real estate, individuals and companies purchasing property are unaware of some of the pitfalls and risks associated with failure to conduct proper due diligence. This presentation will describe certain elements of real estate due diligence including title commitment review, surveys, Phase I environmental reports, zoning reports and property condition reports. A proper understanding of what each element may provide in determining to proceed with the purchase of real estate will help to avoid post-closing issues.
Combining Business Succession Planning and Charitable Planning—the Perfect Pair?
Most business owners are not aware of the many benefits of charitable planning in connection with their estate and business succession planning. With proper strategic planning, combining business succession planning and charitable planning provides a golden opportunity for the business owner to retain the business in the family, establish a philanthropic legacy, substantially reduce income taxes and estate taxes, and preserve wealth for future generations. We will provide an overview of options and considerations available to business owners.
Can’t We All Just Get Along? Avoiding Pitfalls in Entity Formation and Operation
Investors and family members are often eager to join or form entities without having considered various governance or tax issues that can lead to significant misunderstandings or even litigation. This presentation will explore these issues, point out traps for the unwary and provide solutions to mitigate these types of problems.
Bruce L. Olson and Samuel A. Lambert
How to Deal with Taxing Audits and Appeals
Bruce and Sam will update attendees on selected trends, changes, and strategies in optimizing outcomes when dealing with the IRS and Utah State Tax Commission in a post-COVID world.
Gregg D. Stephenson and Jason Tholen
All Good Things Must End – Estate Planning in Anticipation of the 2026 Sunset Laws
In 2021, the Biden administration proposed massive changes to the estate and gift tax laws. While those proposals did not go through, more changes will certainly be introduced depending on future elections and changes in the economic climate. Furthermore, absent action by Congress, significant changes are on the way in 2026 due to the sunset of certain provisions of the 2017 Tax Cuts and Jobs Act, like cutting the federal estate tax exemption in half. One way or another, future alterations to the estate planning world are always a possibility and your planning should take that into consideration. Gregg and Jason will discuss will discuss estate planning practice tips in light of potential modifications to the federal estate and gift tax laws.
