Roth Conversions in 2010

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…

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…

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…

The SECURE Act substantially changed post-mortem RMD rules. This changes prudent lifetime planning and post-mortem calculations. Regulation and guidance published since provides both clarification and complication. Bob will provide a timely update regarding the current law and best practices…