The Dark Side of Portability: When to Avoid Portability and a Few Options to Move Toward Getting the Best of Both Worlds.
"Portability" is a relatively new concept that estate planning professionals are grappling with today. Do you understand how to counsel your clients when questions about portability arise? Are you aware of the pitfalls that exist with portability and how to help your clients avoid making mistakes associated with this new tax law concept? Attorney Curtis Harris of the McCullough Sparks law firm will present on this topic to kick off our 2016-2017 UVEPC speaker series.
Register today. You won't want to miss this one!
Curtis advises individuals and business on a broad range of estate planning, tax planning, and tax controversy matters. Curtis earned his Master of Laws in Taxation (LL.M.) from NYU Law School and his Juris Doctorate degree from the BYU Law School, where he served as an associate editor of the Journal of Public Law.
Prior to joining McCullough Sparks, Curtis worked as an attorney in California and Utah advising clients on a variety of estate planning, tax planning and tax controversy matters, including: estate planning for individuals and business owners, employee/independent contractor classification, taxation of settlements and awards, along with drafting tax opinions and working with the IRS to resolve foreign account reporting deficiencies. Curtis previously served as an advisor and instructor with the University of Utah’s Low Income Tax Clinic where he assisted students in resolving tax controversy matters with the state and federal government.
Before practicing law, Curtis earned his undergraduate degree in Economics from BYU. He then worked with Novell, Inc.’s legal department in Provo, Utah as a Compliance Analyst for several years before attending law school.