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Income Tax and Other Planning Tools to Consider in Light of Recent Events



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In their exclusive LISI Webinar, Alan Gassman and Brandon Ketron review the new opportunities and challenges for clients in the areas of income tax, employment tax, Medicare tax and estate tax planning. This presentation includes a timely dive into the following topics:



  • How to best take advantage of the recent legislation concerning tax payment due dates and other expcted law changes.
  • Estate tax planning possibilities to provide flexibility in uncertain times.
  • Recharacterizing employment relationships to save income and employment taxes including Independent Contractor vs Employee considerations and associated hurdles.
  • Creditor and asset protection considerations that involve income and estate tax planning.
  • Planning for estate taxable individuals with short life expectancies.
  • Planning techniques that should be used NOW given he hopefully temporary decline in the stock market and low interest rates.
  • Potential planning ideas with 529 plans given the recent stock market decline.
  • Section 199A planning for clients and businesses that may have lower incomes in 2020.
  • Income tax planning for insolvency and possible bankruptcy advantages for insolvent clients.

 



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