Intra-Family Loans
RPP
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.
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Please CLICK HERE for instructions on how to submit your event for 1 hour CE credit.
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CFP Program ID: 259285
Please fill out the Event Request Form and email to [email protected].
Approved Materials
We have several resources available for order that can help streamline the process.
Please let us know if you would like additional materials not listed below.