November Lunch Hour Webinar
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Topic: Planning for Business Owners and Trusts in Light of Changing Income Tax Rates
About the Program
In this intermediate level presentation, we will explore how changing income tax rates affect planning for business owners and trusts, with a view towards strategic estate planning/administration issues. Topics include:
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Compare the overall tax burden when a C corporation distributes none, half, or all of its earnings and how that stacks up against a pass-through entity. Consider how these issues affect planning for distributions and inform estate planning as well as what entities are best for your clients.
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If capital gain rates are repealed for high income taxpayers, that will be horrible for trusts that accumulate capital gains. Review practical tools for passing capital gains from trusts to beneficiaries –much more flexibility exists than most people think.
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Potential big increases capital gain rates may make portfolio turnover becomes much more expensive. Consider how variable life insurance may reduce that tax burden.
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