Roth Conversion in 2010 Under Unlimited Income Rule

Sunset of the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code. Planning for it several years in advance is critical. The rewards for thinking ahead are enormous, as are the consequences of failing to…

Join Bob Keebler for a fast-paced review of the important estate planning developments in 2022 along with an analysis of what CPAs should be doing in the fall of 2022 and early 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…