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.

Topics Include:

• 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.