Annual Exclusion Gifts and Other Gifting Strategies Luncheon
Date and time
Location
Prairie Financial Group (Lower Level Community Room - use side entrance)
1227 Corporate Center Drive Oconomowoc, WI 53066Description
Prairie Financial Group® invites you to a complimentary luncheon webinar on the Annual Exclusion Gifts and Other Gifting Strategies.
Only a few transfers are truly tax-free, in that the current value of the property transferred is not subject to gift tax and does not use applicable exclusion amount. This presentation discusses those truly tax-free transfers, primarily the annual exclusion and the exclusion for direct payment of tuition or medical expenses.
This briefing will focus on:
- Current interest requirement for the annual exclusion
- Split gift
- Annual exclusion for generation-skipping purposes
- Using the annual exclusion in trusts
- How to take maximum advantage of the exclusion for tuition and medical expenses
Speakers (via webinar):
Thomas W. Abendroth, Partner, Schiff Hardin LLP
Charles "Skip" D. Fox IV, Partner, McGuireWoods LLP
To reserve your seat, please RSVP by Tuesday, February 27.
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Continuing Education:
Attendees may receive up to 2.0 hours of Continuing Legal Education (CLE) credits for participating in this group-live Briefing. We will submit for CLE approval after each program. A sign-in sheet will be available at each session.
ABA Professional Certifications approved this briefing for 2.5 CTFA and 2.5 CISP continuing education credits for the live program and the recording.
The Certified Financial Planners Board has granted 2.0 credits for this Briefing. Recordings are not eligible for CFP credits.
This group-live event is eligible for 2.0 CPE credits for CPAs (Taxes). Recordings are not eligible for CPE credits. No prerequisites required.
Organized by
Prairie Financial Group, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, retirement plan services, investment management and not-for-profit services. Prairie Financial Group also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Financial Group, visit www.PrairieWealth.com.
Not FDIC Insured | Not Bank Guaranteed | May Lose ValueNot Guaranteed by any Government Agency | Not a Bank Deposit