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LATEST UPDATE:
How to Prepare NOW for the
Coming New Tax Laws

The House Ways and Means Committee recently released its proposed “2021 Tax Reform” legislation, containing many changes that significantly impact trust and estate planning - - right now!

Here’s why. Experts on the Hill indicate that it’s likely some key, impactful provisions will go into effect on the date the bill is introduced to the House floor, or on the date of the enactment, or at the end of this year. That leaves you precious little time to properly plan for your clients.

We have turned to three of the nation’s leading tax and estate planning experts, Jonathan G. Blattmachr, Esq., Marty Shenkman J.D., CPA, MBA, and Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA for an updated presentation entitled, “2021 Tax Reform: A Deeper Dive Into Trust & Estate Planning Issues”.

During this 86-minute program, Jonathan, Marty and Bob will cover issues with emphasis on what planners should be advising RIGHT NOW, including but not limited to:

  • Gift and sales to advise clients to make right now before this Bill goes into effect
  • SWAPs before Enactment
  • Extremely urgent GRAT and IDGT Cash “Immunization” that must be done before enactment
  • Grantor Trust inclusion after Enactment
  • Taxable transactions with Grantor Trusts after Enactment
  • Why you need to fund ILITs RIGHT NOW!
  • Split Dollar Agreements for ILITs
  • Paying off IDGT notes, if possible
  • Trust income tax planning that needs to be done both before and after Enactment

Plus, they will also be covering some of these other important details included in the 2021 Tax Reform proposal, including:

  • Increasing top individual rates
  • Increasing top capital gain-rate
  • Expanding net investment income tax (to capture additional income from passive businesses)
  • Tightening 199A limitations
  • Higher surtax on individuals with large AGIs
  • Decreasing estate and gift tax exemptions
  • Changing treatment of Grantor Trusts along with changes to the estate tax valuation rules
  • Forcing taxable distributions from “MEGA IRAs” and limiting contributions once the account exceeds Threshold Amounts
  • Elimination of Roth Conversion for high earning taxpayers
  • Increasing corporate tax rates
  • And much more!

Your purchase includes: Downloadable PDF handouts materials and video and audio recordings. A PDF transcript may be added on for an additional fee during the checkout process.

NOTE: If you previously purchased the prior program with just Robert Keebler and Marty Shenkman through The Ultimate Estate Planner, Inc. entitled, “2021 Tax Reform: What You Need to Know Before It Passes”, we have already sent you this update at no additional charge.  Please reach out to us to get this complimentary updated program if you missed that e-mail announcement.

Purchase

Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.

SKU RSK092421IDP

ABOUT THE SPEAKER

Jonathan G. Blattmachr

J.D., LL.M. (Taxation)
Jonathan G. Blattmachr

Jonathan G. Blattmachr brings over 35 years of experience in trusts and estates law. He is a retired member of Milbank Tweed Hadley & McCloy and the Alaska, California and New York Bars. Mr. Blattmachr has been recognized as one of the country’s most creative trusts and estates lawyers. He writes and lectures extensively on estate and trust taxation and charitable giving and has authored or co-authored five books and over 500 articles on estate planning topics. He has served as a lecturer-in-law of the Columbia University School of Law and is an Adjunct Professor of Law at New York…

Martin M. Shenkman

J.D., CPA, MBA
Martin M. Shenkman

Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant from Paramus, New Jersey. He received his Bachelor of Science degree from Wharton School, University of Pennsylvania 1977 with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan 1981, with a concentration in tax and finance. Mr. Shenkman is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a…

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.