Best of The Best: The Very Best Tax Planning Ideas in 2020
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
There will be no CE for this webinar
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