The Top 5 Income Tax &
Estate Planning Ideas for 2018!
Join us and nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a very timely presentation entitled, “Five of the Best Income Tax and Estate Planning Ideas for 2018”.
During this 90-minute presentation, Bob will be covering five of the best income tax and asset protection ideas in 2018, including one of the best opportunities for lawyers and trust officers to help clients since the Tax Reform Act of 1986. The challenge is a massive paradigm shift away from estate tax planning to mastering additional income tax and asset protection strategies.
Examine practical examples and learn how to plan for Section 199A, the principles of decanting, planning for asset protection, estate planning for IRAs, as well as how to integrate income tax planning into estate plans.
Some of the topics to be covered include:
- Section 199A planning – including trusts
- Decanting to capture the 1014(a) basis adjustment
- Asset protection planning with entities and trusts
- Estate planning for IRAs
- Income tax planning as a replacement for estate tax planning
Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process