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TOP INCOME TAX PLANNING OPPORTUNITIES For 2019



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Based on the planning ideas in Bob Keebler’s Top 40 Tax Planning Opportunities For 2019, Bob and Michael Geeraerts will review many of the great ideas in the book.  Clients are constantly asking for creative planning ideas and the ideas covered in the book and in this webinar will provide you with the planning ideas you need for your practice.  Join Bob and Michael in their exclusive LISI webinar on June 21 at 3pm ET where they will review some income tax planning ideas.

Topics that will be covered in this webinar include:

    • Bracket Management
    • Capital Gain and Loss Harvesting
    • Timing the Exercise of Nonqualified Stock Options
    • Cost Segregation Studies to Accelerate Depreciation Deductions
    • Using Charitable Remainder Trusts to Spread Income Over Several Years and to Shift Income to Family Members
    • Roth IRA Conversions
    • Tax Aware Investing
    • Oil and Gas Investments
    • Nonqualified Tax Deferred Annuities and Permanent Life Insurance
    • Two Year Installment Sale Strategy
    • Incomplete Gift Non-Grantor Trusts
    • Captive Insurance Companies
    • S Corporations to save Employment taxes
    • Opportunity Zones


    There will be no CE for this webinar


    For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

    Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

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