Avatar

Modern Basis Planning: Dude, Where’s My Basis?



Watch Now!
Recording and Slides are Available Here


At least while we’re still enjoying “permanent” estate tax reform and a record level applicable exclusion amount, income tax issues have come to the fore of estate planning. In the 3rd installment of his "Out of the Hood" series, Paul Hood will deliver a 90-minute webinar presentation that, after a brief review of the basic basis rules, will review some critical situations where basis planning can be of significant help to surviving family members.

Here's just a few of the topics that Paul will cover in his content-packed webinar:

·       Swapping assets with grantor trusts.

·       Formula-driven upstream powers of appointment.

·       Planning with partnerships and LLCs

·       Planning with disregarded entities.

·       Valuation discount reduction or elimination

Do you know basis? If not, you’re going to get yourself in trouble, so don’t miss this webinar! Best of all it comes with sample clauses you can use when drafting!



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email:

After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

A native of Louisiana (and a double LSU Tiger), Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. The proud father of two Eagle Scouts and LSU Tigers, Paul has authored or co-authored seven books and hundreds of professional articles on estate and tax planning and business valuation.  He was with The University of Toledo Foundation for over four years as Director of Planned Giving, leaving in January 2018. He can be contacted at 

paul@paulhoodservices.com



Avatar Avatar Avatar

Ed Morrow Jonathan Blattmachr Martin Shenkman,

September 30, 2020 1:00PM ET - 2:30PM ET ET

Leading Tools and Techniques to Avoid State Income Tax on Non-Grantor Trusts after Kaestner and Fielding

More Info
Avatar Avatar

Steve Gorin Steve Trytten

October 1, 2020 3:00PM ET - 4:30PM ET ET

Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

October 1, 2020 1:00 PM - 2:00 PM ET ET

Tax Aspects of Decanting : A Special Re-Broadcast

More Info
Avatar

Steve Siegel

October 2, 2020 3:00PM ET - 4:30PM ET ET

Understanding S Corporations: From Cradle to Grave, Part 1

More Info
Avatar

Bob Keebler

October 02, 2020 1 PM 2:30 pm ET

NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look

More Info
Avatar Avatar

Colleen Flynn Alan Gassman

October 08, 2020 3:00PM ET - 4:30PM ET

Pitfalls for Employers to Avoid when Reopening or Returning Workers to the Office During COVID-19

More Info
Avatar

Steve Siegel

October 09, 2020 1:00PM ET - 2:30PM ET

Understanding S Corporations: From Cradle to Grave, Part 2

More Info
Avatar

Mark Merric

October 09, 2020 3:00PM ET - 4:30PM ET

Part 2: Mark Merric’s Three-Part International Estate Planning Series

More Info
Avatar

Gary L. Flotron

October 16, 2020 3:00PM ET 4:30PM ET ET

Understanding Life Insurance and Rethinking Policy Management and Evaluation: Explaining the Unexplainable

More Info
Avatar

Mark Merric

October 23, 2020 3:00PM ET - 4:30PM ET ET

Part 3: Mark Merric’s Three-Part International Estate Planning Series

More Info