Estate Planning On Current Developments With Todd Angkatavanich And Steve Akers -Part 1 Jumpstart - Bloomberg Tax podcast

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Estate Planning On Current Developments With Todd Angkatavanich And Steve Akers -Part 1

5y ago 34:37

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In these pilot episodes of Conversations on Wealth, we discuss a variety of hot topics critical to wealth planning professionals with Steve Akers, Managing Directors and Senior Fiduciary Counsel at Bessemer Trust. We start with the Supreme Court’s ruling in Kaestner and the repercussions of such opinion. We then discuss the proposed regulations addressing clawback of the applicable exclusion amount, select IRS audit issues, the IRS’s recent assault on various wealth planning transactions using §2036(a)(2), and a variety of other tax developments.

… continue reading

6 episoder

#Bloomberg Tax #Podcasting Education #Jumpstart Bloomberg Tax

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Estate Planning On Current Developments With Todd Angkatavanich And Steve Akers -Part 1

Jumpstart - Bloomberg Tax

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published 5y ago

Del

MP3•Episoder hjem

Innhold levert av Jumpstart - Bloomberg Tax and Bloomberg Tax. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Jumpstart - Bloomberg Tax and Bloomberg Tax eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

In these pilot episodes of Conversations on Wealth, we discuss a variety of hot topics critical to wealth planning professionals with Steve Akers, Managing Directors and Senior Fiduciary Counsel at Bessemer Trust. We start with the Supreme Court’s ruling in Kaestner and the repercussions of such opinion. We then discuss the proposed regulations addressing clawback of the applicable exclusion amount, select IRS audit issues, the IRS’s recent assault on various wealth planning transactions using §2036(a)(2), and a variety of other tax developments.

… continue reading

6 episoder

#Bloomberg Tax #Podcasting Education #Jumpstart Bloomberg Tax

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