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DTSTART:20250417T000000Z
DTEND:20250417T020000Z
LOCATION:Arizona Inn, 2200 E Elm St, Tucson, AZ 85719
UID:2593820250417T000000ZTaxing Topics: Fundamental Income Tax Issues Every Advisor Should Know
DTSTAMP:20260430T122617Z
DESCRIPTION:\n[Handouts now available](#end)\n \n \n \nRegistration and cocktails\n \n5:00pm – 5:15pm\n\n\n \nDinner\n\n\n \n5:15pm – 6:00pm\n\n\n \nProgram\n \n6:00pm – 7:00pm\n \n \n \nRESERVATIONS\n \nYou will be sent a return email confirmation.\n\n\n \n \n \n \n \nAbout the Program\n \nIn today’s high exemption environment, planning for unlikely transfer taxes (estate, gift, and generation-skipping) is often overshadowed by planning for minimization of the highly probable income tax that will be incurred by many clients and their beneficiaries. To be an effective advisor, you must have a firm understanding of the options and implications of income tax planning for estates and trusts. This presentation will identify various income tax issues every advisor should know and discuss strategies for mitigating income taxes for clients and their beneficiaries.\n \nSpecific topics will include:\n Maximizing Basis “step-up” at Death Minimizing Basis “step-down” at Death \ Minimizing Income Taxation of Irrevocable Trusts Asset Swapping with Grantor Trusts Minimizing Valuation Discounts \n \n \nAbout the Speaker\n \nDaren’s legal practice focuses on lifetime planning as well as probate and trust administration matters. Daren assists clients in creating and implementing personalized estate plans, navigating income, gift and estate tax issues, business succession matters, and charitable planning.\n\n Daren regularly works with clients’ other professional advisers to ensure a holistic approach is provided and that each client’s specific goals are communicated and achieved. In addition to being a lawyer, Daren is also a certified public accountant (CPA) and in Fall 2023 and Spring 2025 he served as a co-adjunct professor at the University of Arizona James E. Rogers College of Law for a Estates & Trusts Course.\n \nThank you to our Happy Hour Sponsors\n \n  \n \nThank you to our Speaker Sponsor\n \n\n  \n \n \n[].\n
SUMMARY:Taxing Topics: Fundamental Income Tax Issues Every Advisor Should Know - Southern Arizona Estate Planning Council 
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