The Personal Financial Special Interest Sub-group is pleased to invite you to a 1-hour CPE event immediately following the Chapter meeting on February 19 from 9:30 to 10:30 at the same location -Maggiano’s
Topic: Gift Tax Returns - Top Tips for the Trade
This presentation will focus on aspects of gift tax return preparation that are often mishandled, including gift splitting, reporting valuation discounts and satisfying the adequate disclosure requirements, gifts to qualified tuition programs, where to report gifts to various trusts on Schedule A, the how and why of GST elections and estate tax inclusion periods, and the use of formula clauses. The presentation will use real examples of Forms 709 that will serve as a valuable resource throughout tax preparation season.
Birchstone Moore LLC
Sarah Moore Johnson is a founding partner of Birchstone Moore LLC, a boutique law firm focusing on estate planning and estate administration. Ms. Johnson is a leader in the Washington, DC estate planning community, having chaired the Estate Planning Committee of the DC Bar Taxation Section, served on the Steering Committee of the DC Bar Estates, Trust and Probate Law Section, and as a Board Member and current Treasurer of the Washington, D.C. Estate Planning Council.
Navigated the right way, 1031 exchanges can provide substantial tax benefits. This presentation is designed to provide you with an overview of the 1031 exchange process, rules and benefits as well as how a Delaware Statutory Trust (DST) can facilitate transacting 1031 exchanges for certain types of properties. It will also cover the current real estate market environment. Chris Yost of Cantor Fitzgerald will lead the discussion and address questions on 1031 exchanges.
During this discussion, participants will:
• Receive an overview of 1031 Exchanges – process, rules and benefits
• Learn about Delaware Statutory Trusts and how they can be used to facilitate 1031 Exchanges
• Become more knowledgeable about the current real estate market environment and how to benefit from 1031 Exchanges
Presenter: Chris Yost
Senior Vice President
Cantor Fitzgerald Capital
Chris brings over 21 years of experience in the financial services and the alternative investment industry, and works directly with registered representatives and investment advisors.
Prior to joining Cantor Fitzgerald in 2012, Chris held senior roles at Retail Centers of America & Phillips Edison REIT and Hartford/ PLANCO. Chris earned his Bachelors Degree from the University of Pittsburgh. He currently holds FINRA Series 7, 63, 26 licenses, as well as the CAIA Fundamentals in Alternatives Designations and has his Real Estate License. Cantor Fitzgerald Capital is a global financial services firm and open architecture wholesale distribution company. CFC aims to leverage the strength of Cantor Fitzgerald to provide institutional solutions to the retail investor.
Time: Doors Open 7:30 AM; Meeting 8 to 9 AM (1 hr CPE available) more info...