29
Powerful Strategies for the Taxable Estate
Date
January 19, 2016
Many of our clients will benefit significantly by planning early for the estate tax and acting before interest rates rise significantly. Powerful, yet simple, strategies can reduce or eliminate future estate tax liability and are essential knowledge. Attendees will:
• Learn the essentials of the transfer tax system
• Learn about several strategies that many clients can use to reduce estate taxation
• Learn the essentials of the transfer tax system
• Learn about several strategies that many clients can use to reduce estate taxation
Speaker
Partner, Keebler and Associates, LLP
Specialties
Related Products
What the Sophisticated CPA, Lawyer and Financial Planner Need to Know About Planning for IRAs: Part II
• IRA planning with a $5 million exemption
Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset (EST, PFP)
PLANNING FOR SUNSET WITHOUT BANKRUPTING YOUR CLIENT The middle is often a difficult place to occupy in life. For those of modest wealth, the plan is simple – do nothing. For the very wealthy, the first step is equally simple – consume the entire BEA with gifts ASAP…
IRA/Retirement Account Update (EST, PFP, TAX) | Preceded by the PFP Standing Ovation Awards and the PFP Distinguished Service Award
The last several years have seen a flurry of changes for retirement accounts. These include changes for employers, savers, retirees, and post-mortem beneficiaries. A near constant flow of regulation and guidance to implement changes from Congress provides both clarification and complication…
What the Sophisticated CPA, Lawyer and Financial Planner Need to Know About Planning for IRAs: Part I
• Life insurance in qualified plans — what works and what does not
