Live CPE Webinar
The Top 40 Tax Planning Ideas for 2025 and the Big Beautiful Bill
- CPE Credits
- 4
- Price
- $129.00
- Field of Study
- Taxation
- Format
- Online
Every year you must refresh your planning toolkit to accommodate the multitude of changes - - and take advantage of the myriad of opportunities. Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob’s annually updated and expanded book: The Top 40 Tax Planning Opportunities for 2025.
Major Topics:
- Roth Conversions & IRA Relocation with Likely Higher Income Tax Rates
- Two-Year Installment Sale Strategy and Electing Out if Rates Increase
- Trusts as S-Corporation Shareholders: ESBT vs. QSST
- Substantial Sale Charitable Remainder Trusts (CRTs)
- Income Shifting CRTs
- Family Limited Partnerships (FLPs) to Shift Income
- Incomplete Gift Trusts (INGs) to Reduce State Income Taxes
- Inter Vivos Charitable Lead Annuity Trusts (CLATs) for Income Tax and Estate Tax Savings
- Intra-Family Loans
- Enhancing Section 199A
- Qualified Small Business Stock - IRC Section 1202
- Portability Versus Funding the Bypass Trust Including GST Issues
- Trusts as IRA Beneficiaries After SECURE
- Grantor Retained Annuity Trusts (GRATs)
- Dynasty Trusts – Funding Clauses, Choice of Situs
- Intentionally Defective Grantor Trust (IDGT) Sales
- Domestic Asset Protection Trusts (DAPTs)
- Spousal Limited Access Trusts (SLATs) – The Good, the Bad and the Ugly
- Big Beautiful Bill Summary
Learning Objectives:
- Survey the many planning tools available today to help save our clients money
- Understand the most recent changes to all the most useful trusts available
Designed For
CPAs, Financial Advisers and Estate Attorneys or anyone advising wealthy clients
Prerequisites
Basic understanding of Estates and Trusts