Avatar

Exploiting the 2017 Tax Act: Creative New Federal and State Income Tax Savings Opportunities - Click to Listen to Steve's description



Monday February 26

3:00 PM EDT - 4:00 PM EDT

Congress rushed the 2017 Tax Act.  In doing so, they left creative estate planners multiple opportunities to exploit the income tax laws in order to save a substantial amount of federal and state income taxes.  The combination of the nearly unlimited gift tax exemption, the new income tax brackets and the IRC 199A pass-thru business deduction have opened the door for a substantial amount of federal and state income tax savings.  How do we exploit the new rules? 

Join Estate Planning Attorney Steve Oshins and he dazzles the audience with:

  • The concept of immediate gratification

  • Why proper planning will now get you more thank you’s than ever from your clients

  • Saving state and federal income taxes using NING Trusts

  • Saving state and federal income taxes using third-party non-grantor trusts

  • Why we should change most grantor trusts into non-grantor trusts

  • Why we might unwind installment sales to IDGTs

  • Splitting off extra equity from existing IDGTs with outstanding installment sales

  • Opportunities to sprinkle income to lower federal and state income tax brackets

  • Exploiting the 2017 Tax Act with multiple trusts, maybe even ten trusts for one client

  • A list of economic opportunities for each separate taxpayer trust

  • All of the eligible taxpayers to use to exploit the new IRC 199A Pass-Thru Business Rules

  • Using your newborn baby as an additional IRC 199A taxpayer

  • Exploiting decades-old tax policy to leave the gift tax alone that Congress seems to have forgotten

  • Decanting to exploit the new tax laws

  • Exploiting the IRC 199A pass-thru business opportunities with proper choice of business entity

  • The 28.57% Magical W-2 Formula to maximize the IRC 199A pass-thru business deduction

 



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.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $129.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $99 for this webinar.

Forgot Password?

To become a LISI member Click Here

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012 and 2015 and the Las Vegas Tax Law Lawyer of the Year in 2016 by The Best Lawyers in America®. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He is rated AV by the Martindale-Hubbell Law Directory. He has been named one of the 24 ""Elite Estate Planning Attorneys"" in America by The Trust Advisor, one of the Top 100 Attorneys in Worth, one of Southern Nevada's Best Lawyers in In Business Las Vegas, one of the Best Lawyers in America in the Trusts & Estates category in The American Lawyer, one of the Best Lawyers in America in the Tax Law category in Corporate Counsel, named Nevada Super Lawyer in the Wills, Trusts & Estate Planning category in Nevada Business Journal, named Nevada Super Lawyer in the Estate Planning & Probate category in Las Vegas Life and named Mountain States Super Lawyer in the Estate Planning & Probate category. He was also named one of Southern Nevada's Top Lawyers by Vegas, Inc. and was selected for the magazine cover.


Avatar

Larry Brody

February 23, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Federal Income Tax Treatment of Life Insurance Policies - Click to Listen to Larry's description

More Info
Avatar

Steve Oshins

February 26, 2018 3:00 PM EDT - 4:00 PM EDT ET

Exploiting the 2017 Tax Act: Creative New Federal and State Income Tax Savings Opportunities - Click to Listen to Steve's description

More Info
Avatar

Bob Keebler

February 28, 2018 3:00 PM EDT - 4:30 PM EDT ET

Income Tax Planning with IRAs and Qualified Retirement Plans - Click to Listen to Bob's description

More Info
Avatar

Bob Keebler

March 1, 2018 3:00 PM EDT - 4:30 PM EDT ET

Estate Planning for IRAs Payable to Trusts, Plus a 30 Minute Prequel on the Foundational Rules - Click to Listen to Bob's description

More Info
Avatar

Bob Keebler

March 02, 2018 3:00 PM EDT - 4:30 PM EDT

Six NEW 199A Cases Studies: Important Steps Advisors Need to Take When Modeling a Client’s Numbers

More Info
Avatar

Bob Keebler

March 07, 2018 3:00 PM EDT - 4:30 PM EDT

Taxation of Entities - A Refresher
(90 Minutes) - Click to Listen to Bob's description

More Info
Avatar Avatar

Bob Keebler and Steve Oshins

March 08, 2018 3:00 PM EDT - 4:30 PM EDT -

Bob Keebler & Steve Oshins: Estate Planning After Tax Reform - Click to Listen to Bob's description

More Info
Avatar

Larry Brody

March 09, 2018 3:00 PM EDT - 4:00 PM EDT

What Is the Fair Market Value of a Policy for Federal Tax Purposes and How Do We Determine It?

More Info
Avatar

Bob Keebler

March 15, 2018 3:00 PM EDT - 4:30 PM EDT ET

Practice Management- How to Approach and Help Clients with Tax Reform - Click to Listen to Bob's description

More Info
Avatar

Bob Keebler

March 16, 2018 3:00 PM EDT - 4:30 PM EDT ET

Taxation of Real Estate After Tax Reform - Click to Listen to Bob's description

More Info
Avatar Avatar

Bill Lipkind & Steve Oshins

March 19, 2018 3:00 PM EDT - 4:00 PM EDT ET

Completed Gift, Non-Grantor Trusts

More Info
Avatar Avatar

Marty Shenkman and Alan Gassman

March 22, 2018 3:00 PM EDT - 4:00 PM EDT ET

Old Trusts, New Tricks. New Trust, Estate and Tax Planning Strategies After Tax Reform

More Info
Avatar Avatar

Cynthia D.M. Brown and Jocelyn M. Borowsky

March 23, 2018 3:00 PM EDT - 4:00 PM EDT ET

Silent Trusts: The Crossroads between the Duty to Inform and Report and the Option to Have a Silent Trust

More Info
Avatar

Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King

March 29, 2018 3:00 PM EDT - 4:20 PM EDT ET

Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown

More Info
Avatar Avatar

Cynthia D.M. Brown, and Matthew L. Rosin,

April 6, 2018 3:00 PM EDT - 4:00 PM EDT ET

Grantor Trust Status: Things That Can Change a Trust’s Status

More Info
Avatar

Ed Morrow

April 20, 2018 3:00 PM EDT - 4:00 PM EDT ET

Upstream Income Tax Planning – Income Tax Basis Planning to Achieve Step Up in Basis at Either Spouse’s First Death (Even in Non-Community Property States) and Exploit Older Relatives/Beneficiaries’ $11+ Million Exclusion and/or Lower Income Tax Brackets

More Info
Avatar Avatar

Ed Morrow and Marty Shenkman

April 25, 2018 3:00 PM EDT - 4:00 PM EDT ET

INGs and Spousal Lifetime Access Non-Grantor Trusts – Not Just for State Income Tax Avoidance: How “INGs” and “SLANTs” Can Save State Income Taxes and Why Tax Reform Makes Them Even More Powerful

More Info
Avatar

Ed Morrow

April 26, 2018 3:00 PM EDT - 4:00 PM EDT ET

Art of Avoiding NY Income Tax

More Info
Avatar

Cynthia D.M. Brown

April 27, 2018 3:00 PM EDT - 4:00 PM EDT ET

Discretionary Distribution Standards: Balancing Duty and Need

More Info
Avatar

Cynthia D.M. Brown and Todd A. Flubacher

May 18, 2018 3:00 PM EDT - 4:00 PM EDT ET

The Directed Trust Model

More Info
Avatar

Cynthia D.M. Brown

June 08, 2018 3:00 PM EDT - 4:00 PM EDT ET

Expense Payments: What do you Need to Know Before You Pay?

More Info