Family Limited Partnerships
(Self Study Course)

Who Will Benefit:  Valuators, CPA’s, Financial Planners, Tax Planners, Attorneys and individuals dealing with wealth preservation strategies either personally or on behalf of others.

How You Benefit:  This session will provide and foundational understanding of the factors, elements and current positions taken by the IRS and the courts as well as the use of FLPs as a wealth preservation tool.

You will gain a:

• Foundational understanding of Fair Market Value and the importance of its definition in wealth preservation strategies.
• Foundational understanding of the structuring and use of FLPs as a wealth preservation tool.
• Foundational understanding of the related case law and positions taken by the IRS, courts and taxpayers.

This session will focus in on the fundamental underpinnings of valuation and how the use of “Fair Market Value” can be your biggest ally in wealth preservation strategies.  We will explore the related valuation issues and current court cases and positions to get a more meaningful understanding of the importance of valuation and the effective use of the valuation professional in these matters.

This program is a live program delivered in San Juan, Puerto Rico.  This multi-media program will be digitally delivered to you upon ordering. There is an additional 118 page workbook with this program that takes you through numerous details of FLPs and the valuation issues as well as relevant case law summaries.

Add To Cart! ($222.00) - Digital Download E-book
(E-book, PowerPoint & Streaming Video)

Add To Cart! ($267.00) - Book
(E-book, PowerPoint & DVD)