Podcast: Planning and Tax Considerations for High Net Worth Individuals

July 31, 2018


As a result of recent tax reform, we will see a seismic shift in planning opportunities, particularly from estate tax planning to income tax planning. Bob Keebler, CPA/PFS discusses strategies to consider for your high net worth clients, including:

  • Section 199A qualified business income planning
  • How to use incomplete gift non-grantor trusts for federal/state income tax planning
  • Federal and state income tax planning
  • Estate planning for IRAs
  • Decanting
  • Asset protection planning
  • Dynasty trusts
  • Avoiding low basis traps

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.