"Challenges, Deferral Mechanisms, and Planning Structures in Achieving Maximum Tax Advantage"
Presented by:
Minna Yang, Esq., CPA Fennemore WKBKY
A Special Thanks to Our Event Sponsor
Brian Stormont, CFP®
Managing Partner
925.659-8006
bstormont@att.net
With just three actions and the magic of IRC section 1014’s basis step-up rule, many believe that high net-worth individuals never have to pay capital gains taxes. But the technique is in fact not as simple as it sounds. Ms. Yang will discuss how to actually implement the technique by considering economic obstacles the technique faces, how deferral strategies may or may not increase the technique’s viability, and structures to address the technique’s greatest obstacle–the estate tax.
About Our Speaker:
Minna C. Yang is a Director in the Sacramento Office working in Fennemore’s tax practice group. With over 30 years of experience as a CPA and attorney, Minna is experienced in federal and state income tax planning for business, real estate and estate planning transactions. Minna is known for her efficiency and timely execution of complex business transactions and restructuring. Working often with multi-generation enterprises, she ensures that client projects are completed within critical deadlines thus adding significant value to their business operations. Areas of specific knowledge include Like-Kind Exchanges, Qualified Opportunity Zone Funds, and Pass-Through Entity Taxation.
Minna enjoys working with families and business owners to accomplish their succession planning objectives in a tax-efficient manner.
When not working Minna enjoys spending time with family over delicious food and attending live performances of music and theater.
LOCATION
Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563
Check In, Networking & Cocktail Reception
*CASH ONLY BAR*
Meeting Close Feel Welcome to Stay and Network
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Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the meeting. Refunds will not be granted to cancellations that are received thereafter. All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com
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