Georgia Senate Election Results – Deep Dive - Part 1 of 2 - Income Tax Planning

 

The “Blue Wave” along with the fiscal stimulus from Congress both will have tremendous implications for your clients given the likelihood for significant income tax changes directed towards wealthy Americans. We have received a number of requests from the people that took the Georgia Senate Results class to do a deep dive into the Income Tax Planning in 2021. This class will focus on the income tax planning side of the Georgia Senate Election results.

To register for Part 1, use the Buy Now button on this page. You can register for BOTH Part One (Income Tax Planning) AND Part Two (Estate Planning to do NOW) at a special limited time discount by Clicking This Link
  
Whether, you’re a financial advisor, CPA or attorney, clients will be looking to you for the best income tax planning strategies.

This session will provide, ideas, tip and tools to minimize your client’s tax liabilities. The program will cover the following and much more:

• Charitable Remainder Annuity Trusts
• Charitable Remainder Unitrusts
• Arms-length §453 Installment Sales
• Related Party Installment Sales
• Income Smoothing Strategies
• Income Shifting Strategies
• Strategies to Reduce Taxable Income
• Advanced Roth Conversions
• Opportunity Zones to more Effectively Manage Capital Gains
• Using 1031 Exchanges to Ease Capital Gains
• The Use of Collars, Variable Forward Sales and Options to Manage Capital Gains
• IRC § 1259 Collars to Trigger Capital Gains in 2021 or Defer to a Future Date
• “Short Against the Box” Strategies to Choose Between Recognizing Gains in 2021 or 2022
• Substantial Sale Charitable Remainder Trusts (CRTs)
• Income Shifting CRTs
• Family Limited Partnerships (FLPs) to Shift Income
• Intra-Family Loans
• Qualified Small Business Stock – IRC § 1202 and Expanding the Exemption with Gifts to Non-Grantor Trusts

• And Much, Much More!


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!.