Large IRAs: Wealth Transfer Planning Strategies for Your Clients

Description

Learn everything you need to know about planning with large IRAs in 2021 and beyond in this webcast led by Bob Keebler, CPA/PFS, MST. IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance. Others involve a significant charitable/legal component, such as leaving funds to variations of charitable remainder trusts. Join this webcast to come away with an understanding of the following: Overview of SECURE, Roth conversions, Charitable remainder trust strategies, Insurance strategies, State IRA income tax strategy trusts, Multi-generational accumulation trust sprinkling

Learning Objectives

• Determine what you need to know about Roth conversion planning with large IRAs • Identify how the SECURE Act impacts IRA wealth transfer planning • Analyze charitable remainder trust strategies • Apply powerhouse life insurance strategies • Identify state income tax strategy trusts • Use multi-generational trust sprinkling • Determine why the 691(c) deduction fails to truly benefit the beneficiaries

Major Topics

• Income, estate and gift taxes • Generation-skipping transfer taxes • Income §691(c) deduction and its failures • State estate taxes • State income taxes

Provider
AICPA
Course Level
Intermediate
CPE Field of Study
Specialized Knowledge
2
Who Should Attend

CPAs, Financial planners, Tax professionals, Other qualified professionals

Prerequisites

Basic knowledge of tax compliance and planning concepts

Advanced Preparation

None

Location
Online
Event Information
When
May 18, 2021
1:00 pm - 3:00 pm EDT
Location
Online
Total CPE Credits
2
Format
Webcast Replay

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$99.00

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$119.00
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Large IRAs: Wealth Transfer Planning Strategies for Your Clients


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