Income Tax, Estate Planning and Estate Administration Techniques That Work Well in a Volatile Market & Low Interest Rate Environment - An Important UPDATE
From the wild ride in spring to finding a new all-time highest in late August, the market continues be volatile. It seems this year will be defined by uncertainty. Interest rates have only crept lower since the peak of the spring crisis and oil prices remain relatively low.
These developments are important for clients seeking to protect their wealth and minimize their tax-liabilities because the effectiveness of many income tax and wealth transfer techniques are both low valuation and interest rate dependent.
Moreover, dangerous volatility complicates planning by providing opportunities and traps for the unwary.
This course will cover the following topics:
- Bond Premium Tax Issues
- Loss (& Gain) Harvesting for individuals, trusts and estates
- Roth conversions in a volatile market
- ISO & NQSO Exercise Timing
- Unwinding NUA positions
- Tax Issues with Concentrated Positions
- Estate administration in a volatile market including liquidity for taxes
- Techniques that are more effective as interest rates fall
- And more!
This will be an invaluable class for CPAs & financial advisers helping trusts and estates and individual taxpayers.
There will be no CE for this webinar
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