Every year you must refresh your planning toolkit to accommodate the multitude of tax law changes and take advantage of the myriad of opportunities. Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob’s annually updated and expanded book: The Top 40 Tax Planning Opportunities for 2023.

This presentation is ideal for anyone advising wealthy clients and will include:

• Roth Conversions and IRA Relocation


• Two-Year Installment Sales


• Trusts as S-Corporation Shareholders: ESBT versus QSST


• Substantial Sale Charitable Remainder Trusts (CRTs)


• Income Shifting CRTs


• Family Limited Partnerships (FLPs)


• Incomplete Gift Trusts (INGs)


• Inter Vivos Charitable Lead Annuity Trusts (CLATs)


• Intra-Family Loans


• Multiple Trusts to Enhance Section 199A


• Qualified Small Business Stock


• Portability


• Trusts as IRA Beneficiaries


• Grantor Retained Annuity Trusts (GRATs)


• Dynasty Trusts


•  Intentionally Defective Grantor Trust (IDGT) Sales


• Self-canceling Installment Notes (SCINs)


• Domestic Asset Protection Trusts (DAPTs)


• Spousal Limited Access Trusts (SLATs)

• Summarize the recent tax law changes


• Identify the myriad of tax-saving opportunities that are available for clients, especially wealthy ones

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CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222