North Coast Executive Consulting

Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow) sponsored by AB Bernstein

Date: Monday, May 6, 2019
Time: 11:30am - 1:30pm
Location: Cleveland Marriott Downtown at Key Center, 1360 W Mall Dr, Cleveland, OH 44114
Speaker: Paul S. Lee, J.D., LL.M.

Please note the special date and location for this luncheon:
Cleveland Marriott Downtown at Key Center
127 Public Square, Cleveland, Ohio 44114

Event Schedule:
11:30 am Registration
12:00 pm Lunch
12:30 pm Meeting
1:30 pm Adjourn

About the Program:
“Tax reform” has arrived, and the importance of (and the opportunities surrounding) the management and creation of tax basis has never been greater.   This presentation will discuss innovative tax basis management techniques that strip, shift, create, concentrate, and maximize basis where it can be of most benefit to taxpayers.  The discussion will include: (i) upstream planning and powers of appointment to create basis; (ii) maximizing and multiplying the “step-up” in basis; (iii) the upside of leverage; (iv) partnership planning to move basis to where you want it; (v) novel uses of grantor trusts and disregarded entities in basis management; (vi) how to “base-up” foreign assets for U.S. taxpayers; and (vii) planning that benefits charity while capturing new basis for the family.

Event Cost:
Members: $30 (in advance) / Members: $35 (at the door without reservation)
CMBA Members: $40
Nonmembers and Guests: $45

Please register directly with the Tax Club of Cleveland online by clicking HERE.  

Continuing Education – EPC Cleveland has received approval for this program from the CFP® Board of Standards for CFP® designation holders. In addition, a certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements. The Tax Club of Cleveland, through an arrangement with the Cleveland Metropolitan Bar Association, will provide one hour of Ohio Continuing Legal Education credit for this meeting.

Parking – Self-parking is available in the Marriott lot (accessible off of St. Clair Ave. just West of E. 6t St.), the fee is $8-$10, depending on arrival and departure time.  Alternatively, guests can use the Marriott valet service and pick up a ticket at registration to receive a discounted rate.

Thank you to our sponsor:


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