Ed Cotney continuing education lecture for the CA Society of Tax Consultants August 4, 2021
Success When Charitable Planning meets Estate Planning and Business Owner Exit Planning for a ZERO TAX $11M Transaction.
If you believe taxes will increase....
Advanced tax and wealth planning made simple for large group of Business Exit Planning attorneys, CPAs and Financial advisors.
Buy a copy for your CPA so you can start asking the right questions about your taxes and your money!.
Estate Planning for your IRA or 401K is more complex than the transfer of your home, stocks, money, etc.
Rethink what your think you now about tax. What if you learned it wrong?
If you believe future tax rates will go down, maybe you should not convert your qualified plan.
Jammed packed full of ideas to better execute tax efficiency.
If you are over 70.5 years of age, give from your IRA instead of your checkbook for more tax deficiency.
How much money should you have in qualified plans if you will be subject to estate tax? Which after death, the remainder is subject to the heirs income tax.
Get your notebook out. Tons of great tools.
Mom or Dad, before they die are the ones who can take action to design an asset transfer strategy to protect their IRA from the children's' judgments. Check out 2014 Supreme Court Clark vs Rameker. Inherited IRAs are subject to judgement!