Best Ideas in 2017 - What the Planner Needs to Know
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.
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 $129.
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to email@example.com
If you have any questions, please contact firstname.lastname@example.org
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.