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Top Estate and Income Tax Planning Strategies

Nov 11, 2013 1:00pm ‐ Nov 11, 2013 2:45pm

Credits: None available.


The American Taxpayer Relief Act (ATRA) added the first major changes to the U.S. Tax Code in over a decade and makes permanent the largest exemption amounts against estate, gift and GST tax in the history of the Federal transfer tax system. The current estate planning environment together with the increased exemption amounts present significant wealth transfer opportunities. In light of the recent changes, CPA financial planners now have an unprecedented opportunity to demonstrate their value to clients through these top estate and income tax planning strategies in 2013. In this webcast, you will learn:

- Top estate planning strategies such as grantor retained annuity trusts, dynasty trusts, intentionally defective grantor trusts, irrevocable life insurance trusts and more
- Top income tax planning strategies such as tax efficient investing, asset location, tactical tax planning, drawdown strategies, Roth conversions, charitable contributions, income shifting and more
- Actionable strategies to use with your individual clients before December 31


  • Sarah G. Bradley, Manager - Personal Financial Planning Member Specialization & Credentialing, AICPA
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler and Associates, LLP
  • Andrea Millar, CPA/PFS, RLP®, Personal Financial Planning Division, AICPA


  • 0.00 - Tax

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