Income Tax, Estate Planning and Estate Administration Techniques That Work Well in a Volatile Market & Low Interest Rate Environment
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At market close on Friday February 28, 2020, the Dow Jones Industrial Average was down around 4,000 points from the February high. Moreover, oil prices moved about 12% lower and the yield on the 10-year Treasury note settled at a new low of 1.127%
These developments are important for clients seeking to protect their wealth and minimize their tax-liabilities because the effectiveness of many income tax and wealth transfer techniques are both low valuation and interest rate dependent.
Moreover, dangerous volatility complicates planning by providing opportunities and traps for the unwary.
This course will cover the following topics:
- Estate administration in a volatile market including liquidity for taxes
- Loss Harvesting for individuals, trusts and estates
- Funding and Timing Pecuniary Bequests/Gains in a Volatile Stock Market
- Roth conversions in a volatile market
- ISO & NQSO Exercise
- Unwinding NUA positions
- “De-Risking” a concentrated portfolio
- Techniques that are more effective as interest rates fall
- When to use an IDGT versus a GRAT
- Hedging GRATs with private annuities or insurance
- GRITs in today’s environment
- Why to be wary of QPRTs right now
- Private Annuities and SCINs in an ultra-low rate environment
- Why CLATs are attractive from an income tax and gift perspective
- Planning for liquidity after a recent death when the market is dangerously choppy
- How to effectively use the alternative valuation date and “estate collars”
- How to refinance existing notes
- Low interest split-dollar strategies
- Private split-dollar
- Debt financed life insurance strategies
- CRATs and CRUTs in today’s environment
- GRATs for volatile stocks
- Understanding the “Estate Collar”
- Late GST Exemption Allocation
- And more!
This will be an invaluable class for lawyers, financial planners, and CPAs advising both estates and individuals.
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of "first impression." Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - "Family Tax Planning Forum," Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com"
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