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POST ELECTION ESTATE AND INCOME TAX PLANNING IN 2020 AND BEYOND - CONTROL OF SENATE HANGS ON SPECIAL GEORGIA RUN-OFF



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The higher tax concern of the last 11 months may now be a reality and your clients need to understand the biggest changes and the immediate actions that will mitigate the Biden-Harris tax Proposal.    In this intense fast-paced Class LISI presents Jonathan Blattmachr and Bob Keebler addressing critical action steps to mitigate the estate and income tax changes including:

 

  1. An overview of changes to the estate and gift taxes including a reversion to the 2009 level of $3,500,000 for estates and $1,000,000 for gifts
  2. A likely increase in the gift and estate rate
  3. Changes to basis adjustments at death
  4. The possibility of gain realization at death
  5. The Increase in the capital gain tax to 39.6% when taxable exceeds $1,000,000
  6. The loss of valuation adjustments within a family
  7. The elimination of GRATs
  8. A potential 50 year limitation on dynasty trusts
  9. Including grantor trusts in the grantor’s estate
  10. The reduction of the value of charitable gifts
  11. A massive increase in social security taxes on wage and small business income
  12. Increases in the corporate income tax rate
  13. The phaseout of Section 199A for high income taxpayers
  14. Cutting edge income tax strategies including Sections 453 sales to nongrantor trusts, CRTs, CLTs, Roth conversions and more
  15. Action Steps in 2020 including novel ideas like the GRIP, taxable gifts, IDGT sales, and much more

 



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