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Best of The Best: The Very Best Tax Planning Ideas in 2020 - A Special Re-Broadcast



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Recording and Slides are Available Here


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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