INSTANT DOWNLOAD:”Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment”

What Strategies Make Sense Now with a Volatile Stock Market
and Low Interest Rates?

The stock market has been unusually volatile. Interest rates have fallen considerably. These developments impact your clients seeking to minimize their income and estate tax liabilities. Do you know how? And which strategies are now the best choices?

Please join us and nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a special presentation entitled, “Income and Estate Planning Techniques That Work Well in a Volatile Market & Low Interest Rate Environment″.

This program will cover the following topics:

• Tactically and strategically planning in a volatile market
• Roth Conversions in a volatile market
• Which techniques are the most (and least) effective as interest rates decreas
• When to use a IDGT versus a GRAT
• Selecting the “proper” GRAT term
• Hedging GRATs with private annuities or term insurance
• GRITs in today’s environment
• Why planners should be wary of QPRTs right now
• Why two-year installment sales are white hot
• Note term selection for IDGT sales
• Valuing installment notes when rates rebound
• Private Annuities and SCINs in a low rate environment
• Why CLATs are attractive from an income tax and gift perspective
• How to refinance exists notes
• Intra-family Loans
• How the 99 year GRAT strategy works under the regulations
• Low interest split-dollar strategies
• Private split-dollar
• Financed life insurance strategies
• CRATs and CRUTs in today’s environment
• GRATs for volatile stocks
• Loss Harvesting for individuals, trusts and estates
• Understanding the “Estate Collar”
• And much more!

Your purchase includes an instantly downloadable MP4 video and audio recording, and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.