This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas Webcast

Understand life insurance for both income and estate planning Identify strategies that are effective following estate and gift tax reform Understand options available to baby boomers as they reach retirement in light of Social Security Prepare for potential legislative changes to retirement and estate planning
Highlights
Comprehensive coverage of the Inflation Reduction Act and the SECURE Act 2.0 Timely coverage of breaking tax legislation Changes to the lifetime estate tax exemption in light of proposed regulations Considerations when selling a principal residence Tax benefits of HSAs An overview of the mechanics and practical considerations of Donor Advised Funds A historical overview of virtual currency as well as increased IRS scrutiny on the tax implications of such transactions The best new income tax and estate-planning ideas The changing Social Security landscape: what it means for planning Creative charitable giving strategies Financial planning strategies Maximizing retirement plan benefits Using intentionally defective grantor trusts Miscellaneous tax-planning techniques that can add up to significant tax savings How to use the whole family for tax savings Life insurance Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings