Intra-Family Loans

RPP

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Intra-Family Loans

Speaker(s): RPP Business Development Officer

Est. Presentation Time: 45 minutes


Is providing a loan to a family member a good idea or a bad one? In this presentation, we walk through the primary considerations of intra-family loans, how you should structure and administer the loan, and tax considerations. From a gift tax perspective, it’s important to follow the correct steps so the IRS doesn’t consider the loan a gift instead. The presentation includes an overview on the special rules for a gift loan.

  • Please CLICK HERE for instructions on how to submit your event for 1 hour CE credit.
  • CFP Program ID: 259285

Please fill out the Event Request Form and email to [email protected].

Approved Materials

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Presentation

Est. Time: 45 Minutes
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