Monthly Archives: January 2012

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23 01, 2012

Bob Kopple and David Elbaz Speak at 2012 USC Tax Institute

2015-10-16T12:51:49+00:00

Bob Kopple and David Elbaz were featured speakers at the 2012 USC Tax Institute, and gave a presentation on “Integrating Various Business Succession and Wealth Transfer Planning Techniques.” The presentation focused on transfers to key employees through equity incentive plans and alternatives, buy-sell agreements and other arrangements, as well as transfers to family members through lifetime gifts, bequests, installment sales, sales to “defective trusts,” and GRATs. The presentation also addressed special issues involved with family limited partnerships and LLCs, life insurance, and the interlocking income and estate tax consequences of business succession strategies.

The USC Tax Institute is an annual three day seminar sponsored by the University of Southern California Gould School of Law, and is widely-known in the profession as being one of the preeminent annual seminars on tax law. Bob has been a longtime member of the Planning Committee of the Institute.

Bob Kopple and David Elbaz Speak at 2012 USC Tax Institute 2015-10-16T12:51:49+00:00