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Income Tax and Estate Planning Techniques for Volatile Economic Environments

INCOME TAX AND ESTATE PLANNING TECHNIQUES FOR VOLATILE ECONOMIC ENVIRONMENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 19, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

From its late February high to late March low, the Dow Jones Industrial Average lost one-third of its value. Since then, the market has been defined by uncertainty. Interest rates crashed and volatility reached financial crisis levels. Moreover, oil prices crashed to a two-decade low.

These developments are important for clients seeking to protect their wealth and minimize their tax-liabilities. There are both tactical and strategic opportunities due to lower valuations. Moreover, low interest rates present planning opportunities.

Learning Objectives:


  • Loss Harvesting for individuals, trusts and estates

  • Roth conversions in a volatile market

  • ISO & NQSO Exercise

  • Unwinding NUA positions

  • “De-Risking” a concentrated portfolio

  • Basic Bond Premium Tax Issues

  • Estate administration in a volatile market including liquidity for taxes

  • Techniques that are more effective as interest rates fall

  • And more!


This will be an invaluable class for advisers helping both estates and individuals.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.