INSTANT DOWNLOAD: “The Tax Trifecta Trust Strategy: Unlocking Massive Income Tax Savings After the Trump Tax Bill”

 The Biggest Income Tax Planning Opportunity in Years Is Now Here

Take Advantage of the Tax Trifecta Trust Now, Before Your Competitors Do!

With the passage of President Trump’s One Big Beautiful Bill Act (“OBBBA”), a bold new chapter has opened for income tax planning using special trusts.

Whether you’re an estate planning attorney, CPA, or financial advisor, this powerful presentation delivers practical tools, proven examples, and actionable insights that could completely transform the way you save your clients’ tax dollars.

Featuring two of the nation’s most respected estate and tax planning experts — Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) and Steven J. Oshins, Esq., AEP (Distinguished) — this groundbreaking program explores cutting-edge strategies that could generate hundreds of thousands of dollars in tax savings — annually.

During this 84-minute presentation entitled “The Tax Trifecta Trust Strategy: Unlocking Massive Income Tax Savings After the Trump Tax Bill”, Bob and Steve will show you how to:

💰 Shift Income Strategically
Use of non-grantor trusts to move income out of the highest tax brackets and into significantly lower ones — legally and efficiently.

🧾 Stack SALT Deductions Like Never Before
Leverage the new $40,000 state and local tax deduction limit for trusts (versus $10,000 for individuals) across multiple trusts to amplify savings.

🏦 Multiply 199A Deductions
Discover how the right trust structure can unlock an additional 20% qualified business income deductions that your clients may be missing.

💼 Expand Eligibility for QSBS Exclusions
Structure trusts to take full advantage of stacking Qualified Small Business Stock capital gains exemptions for families and business owners.

📉 Eliminate or Reduce State Income Taxes
Implement trust-based strategies to shift income into jurisdictions with little or no state tax.

🧬 Create Intergenerational Tax Planning Vehicles
Position your clients’ assets to benefit children and grandchildren through optimized annual distributions.

🤔 Choose the right type of trust to achieve “Tax Trifecta”
Should you consider non-grantor trusts, ING trusts, completed gift trusts, or fix an existing irrevocable trust?

Don’t miss this timely and tactical training! Your clients’ income tax planning needs for you to be brought up-to-date — and this program will get them there with your help.

Your purchase includes an instantly accessible presentation video and audio recording, and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.

KEYWORDS:

Make American Workers and Family Thrive Again, Big Beautiful Bill, Trump Tax Bill, Income Tax, Qualified Small Business Stock, QSBS, 199A Deduction, 199A, Income Tax Rates, SALT deduction, grantor trust, non-grantor trust, OBBBA, tax trifecta trust, income shifting, state income tax, ING, ING trust, incomplete gift non-grantor trust, decanting, completed gift