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Best of The Best: The Very Best Tax Planning Ideas in 2020



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Every year we must refresh our planning toolkit(s) to accommodate the multitude of changes - - and take advantage of a myriad of opportunities.  Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob’s annually updated and expanded book: The Top 40 Tax Planning Opportunities for 2020.
This presentation is ideal for anyone advising wealthy clients and will include:

§  Roth Conversions & IRA Relocation with Likely Higher Income Tax Rates
§  Two-Year Installment Sale Strategy and Electing Out if Rates Increase
§  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



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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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