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Activity Provided By:

American Bar Association

Tax Planning Workshop: Drop & Swap and Mixing Bowl Techniques

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Overview / Abstract:

For partners looking to go their separate ways, getting the right assets to the right partners in tax-advantageous ways can be difficult. The use of the "drop and swap" and "mixing bowl" techniques for these purposes can require sophisticated tax planning. This program's panel explores the use of these techniques and the audit risk their use may raise.


Sep 11, 2020


Attorney , Paralegal





Credits / Hours

1.50 General CLE Credit Hours

Presenters / Authors / Faculty

Center for Professional Development
Section of Taxation

Keywords / Search Terms

American Bar Association

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