Back to Events

On Tuesday, January 6, Partner Michael Arlein will speak on a BARBRI webinar titled "Gifting Qualified Small Business Stock to Trusts: Navigating Income, Gift, and Estate Tax Issues." Mr. Arlein will join John Bunge (Partner, Holland & Knight LLP) and Jennifer M. Rohleder (Partner, Dunlap Bennet & Ludwig) for an in-depth discussion on key tax implications and planning techniques for gifting QSBS, including Section 1202 and applicable IRS guidance, structuring transfers to various types of trusts, and traps to avoid.

To learn more, please click here.