Transfer Tax 101
They say that parting is such sweet sorrow, especially when the “parting” is between you and your accumulated personal wealth. Join GBQ on May 21st as we discuss wealth transfer ideas and provide an overview of basic gifting rules and planning concepts, including:
- Gift tax
- Generation skipping tax
- Annual exclusion gifting
- Splitting gifts with your spouse
- Gifts of present vs. future interests
- Lifetime gifting exemptions
- Income tax planning through gifting
Transfer Tax 101
Date and Time
Thursday May 21, 2015
3:30 PM - 6:00 PM EDT
May 21st
Registration: 3:30 - 4:00 PM
Seminar: 4:00 - 5:00 PM
Reception: 5:00 - 6:00 PM
Location
GBQ Partners LLC
230 West Street, 7th Floor
Columbus, OH 43215
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