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Proactive 2019 Year End Planning



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Year-end planning is an essential annual task and the last two months of 2019 will move quickly. Those who fail to plan, will lose out. Now is the time for you to encourage your clients to act. In this course Bob will discuss the following year-end planning strategies:

    • Year-End Checklist
    • Bracket Management
    • Itemized Deduction Timing and Lumping
    • Donor Advised Funds (DAFs)
    • Gain Harvesting
    • Loss Harvesting
    • College Planning
    • Defined Contribution Plan Funding
    • “Asset Location”
    • Roth Conversions
    • The Secure Act
    • Charitable Remainder Trusts (CRTs)
    • Opportunity Zones
    • Estate Tax Exemption Gifting – “Use-it-or-lose-it”
    • Balancing “Step-up” and “Freeze”
    • Using Non-grantor Trusts to Create Additional Taxpayers
    • Using Non-grantor Trusts to Avoid State Income Taxation
    • Decanting in Response to Law Changes
    • § 199A Planning & Idea Checklist
    • § 199A Planning & Retirement Account Funding
    • 2020 Action Step Checklist


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