Latest Estate & Income Tax Planning Strategies For 2022

Learn the latest income and estate tax planning strategies for 2022 and why income tax planning is more important than estate tax planning now.  

The integrated income and estate planning approach taught in this class helps improve the advice process by responding to the current tax situation. This is the inaugural class by L. Paul Hood, LL.M., one of the nation’s leading educators of legal, accounting, and financial advice professionals. Learning objectives of this class: 

  ●  Compare the old estate and income tax planning paradigm --pre-Tax Cuts & Jobs Act – with the new regime, where income and estate tax planning must be integrated.

  ●  See how the building blocks of tax planning -- wills, trusts, LLCs, etc. – fit in with soft-side skills required in an easy-to-understand brick and mortar analogy.

  ●  Learn a methodology for removing obstacles to achieving a good estate planning result.

  ●  Review an approach to selecting and designing tax planning techniques.

  ●  Examine common integrated income and estate planning goals and objectives.

  ●  Learn 12 objections to estate planning and the most common mistakes income and estate tax planners make.

  ●  Discuss critical ethical issues that routinely arise during the estate planning process.

  ●  Analyze ethical conflicts of interest that arise in estate planning by reviewing a real case.

  ●  Suggestions to help avoid malpractice claims.

L. Paul Hood, Jr., obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation, from Georgetown University Law Center. Paul taught at University of New Orleans (Estate and Gift Taxation, 1995-2001), Northeastern University (Planning for Estate Tax Issues, 2011-2012), The University of Toledo College of Law (Estate and Gift Taxation, Estate Planning and Income Tax: 2013-2016), and Ohio Northern University Pettit College of Law (Income tax, 2016). He is the co-author or author of nine books and hundreds of articles on estate and tax planning and business valuation. A regular contributor to Leimberg Information Services since its inception, Paul makes difficult subjects easy to understand. A father, husband, godfather, lawyer, teacher, trustee, director, president, partner, trust protector, director of planned giving, expert witness, agent, judge, juror and defendant, Paul will begin teaching a three-semester class about the history of the popes and the papacy in the fall of 2022 as well as a Fall 2022 course about the history of two of rock ‘n roll’s most-storied groups, the Platters and the Drifters