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ENG2337
Bet to Live and Bet to Die (EST, PFP)
Date
June 7, 2023
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2023)
This includes sessions from AICPA & CIMA ENGAGE 2023:
This session will focus on comparing the mathematics of various common estate tax planning strategies in the current environment. Specifically, it will cover: GRATs, IDGT sales, SCINs, private annuities, the "tax burn," and GST exemption leverage. Income tax basis considerations will be included. Bob will also help you understand how to run the numbers, communicate these concepts to clients, and how to compare approaches to develop a client-appropriate strategy.
Learning Objectives
- Understand the mathematic principals of various estate tax planning techniques.
- Be prepared to compare the relative effectiveness of various approaches for your client.
Speaker
Partner, Keebler and Associates, LLP
Session Categories
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