There's no better time than the present for advisors to review some of the best planning ideas in 2017. To do that, be sure to join Bob Keebler on July 25th @ 3:00pm in his 60 minute LISI webinar titled "Best Ideas in 2017 - What the Planner Needs to Know."
Topics will include planning for the federal income tax, state income tax, asset protection, and the estate tax. The intent of the program is to provide planners with a number of ideas which may be particularly effective in the current environment. During his webinar, Bob will cover the following topics:
· Federal income tax planning
o Roth conversions by asset class
o The proposed "five year IRA rule"
o CRTs for deferral & rate arbitrage
o Installment sales for deferral & rate arbitrage
o Qualified small business stock - A zero percent rate
o Puerto Rico - The ultimate tax haven?
· State income tax planning
o Incomplete non-grantor trusts to save state and federal taxes
o Trust situs
· Asset protection planning
o Domestic asset protection trusts
o ERISA plans & IRAs
o Third party trusts
o LLCs in "charging order states"
o Compartmentalizing risk
· Estate tax planning
o Key dates for potential repeal
o Dynasty trusts and IDGTs
o Spousal limited access trusts
o 9-year GRAT for 10-year repeal
o Life insurance strategies
Note:There will be no CE for Bob's webinar.
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