GenTrust Speakers Webinar: Estate Planning from an Accountant’s Perspective
Laura Barooshian will be speaking at the “Estate Planning from an Accountant’s Perspective” webinar by GenTrust on Tuesday, January 24.
- Top 5 tax topics everyone should know:
- Record retention
- Home sale rule and cost basis tracking
- Charitable donation records and deduction limits
- Why pay medical and education expenses directly to the provider
- Tax reporting when you purchase, sell or inherit non-US assets
- General tax planning, including charitable giving strategies, warehousing losses, family gifting, etc.
- Where do you live and are you considering a domicile change? Do and don’ts when making a move.