Learn everything you need to know about planning with large IRAs in 2021 and beyond in this webcast led by Bob Keebler, CPA/PFS, MST. IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance. Others involve a significant charitable/legal component, such as leaving funds to variations of charitable remainder trusts. Join this webcast to come away with an understanding of the following: Overview of SECURE, Roth conversions, Charitable remainder trust strategies, Insurance strategies, State IRA income tax strategy trusts, Multi-generational accumulation trust sprinkling
DESIGNED FOR
CPAs, Financial planners, Tax professionals, Other qualified professionals
BENEFITS
• Determine what you need to know about Roth conversion planning with large IRAs
• Identify how the SECURE Act impacts IRA wealth transfer planning
• Analyze charitable remainder trust strategies
•Apply powerhouse life insurance strategies
•Identify state income tax strategy trusts
• Use multi-generational trust sprinkling
•Determine why the 691(c) deduction fails to truly benefit the beneficiaries
HIGHLIGHTS
• Income, estate and gift taxes
• Generation-skipping transfer taxes
• Income §691(c) deduction and its failures
• State estate taxes
• State income taxes
COURSE LEVEL
Intermediate
PREREQUISITES
Basic knowledge of tax compliance and planning concepts