Tax

Greenberg Glusker Private Client Services Co-Chair, Stefanie Lipson, is slated to co-present “Understanding GST” at 3:30 p.m. on Wednesday, November 18, during the Hawaii Tax Institute conference.

Session Details

This session will discuss various GST tax topics, including a review of the GST tax, example calculations, use of GST exemption, and automatic (deemed) allocations to certain outright and in-trust transfers. Understand proper reporting of gift tax transfers on returns, elections out of automatic allocations, and required GST event reporting (even when there is no tax due).