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Installmentsales vitiello

INSTALLMENT SALES TO DEFER INCOME TAX AND CLATS TO GENERATE LARGE TAX DEDUCTIONS

Available Date(s)
Friday, September 14, 2018, 03:00PM EDT

Cost Free   CPE Credits 1.0 hour   Subject Area Taxes  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Series: Taxes 
Course Description

By using trust structures like a CLAT (Charitable Lead Annuity Trust) and traditional income tax planning tools, you can save clients significant sums of money on sales of assets and generate large current income tax deductions.  This session will explore, on a high level, two such tools that can be incorporated into a client’s planning to increase tax benefits in certain situations.

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Anthony Vitiello

Connell Foley LLP
Chair, Tax & Estate Planning Group
avitiello@connellfoley.com
(973) 535-0500

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Anthony F. Vitiello is the chairman of the Taxation and Estate Planning Group at Connell Foley LLP. His practice is limited to tax planning for individuals, businesses, estates and trusts, with particular emphasis on estate planning and asset protection planning. Mr. Vitiello also maintains a significant practice in gift and estate tax audits and controversies.

Mr. Vitiello has been recognized in the 2011 through 2017 editions of Best Lawyers® (in the areas of Trusts and Estates, Tax Litigation and Controversy and Trusts and Estates Litigation). Best Lawyers is one of the most well respected and long-standing peer review publications in the legal profession. In the December 2005–2008 editions, all years of its publication, Mr. Vitiello was named by the editors of Worth magazine in its list of the nation's 'Top 100 Attorneys'. Worth's editors looked most carefully at attorneys specializing in trusts and estates and other personal planning matters.

Mr. Vitiello has lectured extensively and published on estate planning and related tax matters, including authoring the chapter on Grantor Retained Annuity Trusts in the American Bar Association’s 2011 publication, The ABA Practical Guide to Estate Planning. He is also certified to provide continuing professional education credits to certified public accountants in New York and New Jersey as well as those individuals holding the certified financial planner designation.

Mr. Vitiello received both his law degree and masters of law (LL.M.) in taxation from New York University. He began his career with the United States Treasury where he provided legal counsel to the Internal Revenue Service.

Mr. Vitiello is admitted to practice law in seven states and maintains a national practice in federal estate and gift tax planning for high and ultra high net worth individuals. His full biography, along with links to his published articles and lectures, can be found at:

www.connellfoley.com/attorneys/vitiello

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About Our Presenter

Connellfoleylogo

Since 1938, our firm has been committed to addressing the needs of clients, employees and the community, and to upholding the highest ethical standards in the practice of law. Today, our full-service team of 140 lawyers continues to earn the loyalty of client businesses through our dedication to their growth and success.

The firm offers a comprehensive range of legal services in both established and emerging areas of law, including alternative dispute resolution, banking, bankruptcy, corporate law, construction, cybersecurity, ERISA, employment and labor, environmental, insurance, professional liability, product liability and toxic torts, real estate and land use, taxation and estate planning, and white collar criminal defense.

Across this spectrum, we counsel startups and closely held businesses, large public and private corporations, financial institutions, insurance companies, nonprofits, government agencies, educational institutions and others as they confront complex legal challenges.

Our lawyers know that effective strategy requires a keen understanding of each individual business and marketplace. We recognize that clients value not only a successful outcome, but efficiency in its pursuit. And we believe, as we did 80 years ago, in diligent work and a handshake our clients can trust.

Over the years, Connell Foley’s ranks have included retired court judges, appointees to state superior court and government officials, including a former New Jersey state governor. The Supreme Court of New Jersey has designated 12 of our lawyers as certified civil trial attorneys. We have also been honored by the American College of Trial Lawyers, the American Board of Trial Advocates and the International Association of Defense Counsel, among others.

Our founders built Connell Foley on the pillars of teamwork, service and loyalty. We are proud to uphold their legacy today, instilling confidence in the relationships we nurture by equating each client’s success with our own.