Congress rushed the 2017 Tax Act.  In doing so, they left creative estate planners multiple opportunities to exploit the income tax laws in order to save a substantial amount of federal and state income taxes.  The combination of the nearly unlimited gift tax exemption, the new income tax brackets and the IRC 199A pass-thru business deduction have opened the door for a substantial amount of federal and state income tax savings.  How do we exploit the new rules? 

Join Estate Planning Attorney Steve Oshins and he dazzles the audience with:

• The concept of immediate gratification
   
• Why proper planning will now get you more thank you’s than ever from your clients
   
• Saving state and federal income taxes using NING Trusts
   
• Saving state and federal income taxes using third-party non-grantor trusts
   
• Why we should change most grantor trusts into non-grantor trusts
   
• Why we might unwind installment sales to IDGTs
   
• Splitting off extra equity from existing IDGTs with outstanding installment sales
   
• Opportunities to sprinkle income to lower federal and state income tax brackets
   
• Exploiting the 2017 Tax Act with multiple trusts, maybe even ten trusts for one client
   
• A list of economic opportunities for each separate taxpayer trust
   
• All of the eligible taxpayers to use to exploit the new IRC 199A Pass-Thru Business Rules
   
• Using your newborn baby as an additional IRC 199A taxpayer
   
• Exploiting decades-old tax policy to leave the gift tax alone that Congress seems to have forgotten
   
• Decanting to exploit the new tax laws
   
• Exploiting the IRC 199A pass-thru business opportunities with proper choice of business entity
   
• The 28.57% Magical W-2 Formula to maximize the IRC 199A pass-thru business deduction

 

There will be no CE for this webinar


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