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12.21.2023 - Tax and Estate Planning

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Creative Tax and Estate Planning Strategies with Bob Keebler
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Bob Keebler

In this top rated webinar, Bob Keebler, one of America's Top CPAs, reviewed several estate planning strategies that can benefit your mass affluent and HNW clients. Attendees learned 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, and Trusts as IRA Beneficiaries After SECURE.

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