What You'll Learn
Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob Keebler’s annually updated list of planning ideas. This presentation is ideal for anyone advising wealthy clients and will include:
* Roth Conversions & IRA…
Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob Keebler’s annually updated list of planning ideas. This presentation is ideal for anyone advising wealthy clients and will include:
* Roth Conversions & IRA Relocation and with the new SECURE postmortem RBD rule
* Two-Year Installment Sale Strategy and Electing Out
* Trusts as S-Corporation Shareholders: ESBT vs. QSST
* Substantial Sale Charitable Remainder Trusts (CRTs)
* Income Shifting CRTs
* Family Limited Partnerships (FLPs) to Shift Income
* Incomplete Gift Trusts (INGs) to Reduce State Income Taxes
* Inter Vivos Charitable Lead Annuity Trusts (CLATs) for Income Tax and Estate Tax Savings
* Intra-Family Loans
* Multiple Trusts to Enhance Section 199A
* Qualified Small Business Stock - IRC Section 1202 and Expanding the Exemption with Trusts
* Portability Versus Funding the Bypass Trust Including GST Issues
* Trusts as IRA Beneficiaries After SECURE
* Grantor Retained Annuity Trusts (GRATs) with Ultra-Low Interest Rates
* Dynasty Trusts – Funding Clauses, Choice of Situs
* Intentionally Defective Grantor Trust (IDGT) Sales
* Self-canceling Installment Notes (SCINs) to Hedge the Tax-Burn
* Domestic Asset Protection Trusts (DAPTs)
* Spousal Limited Access Trusts (SLATs) – The Good, the Bad and the Ugly
* Oil and Gas to absorb passive loss carryforwards
* Roth conversions to absorb freed-up suspended passive losses
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.