Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics
Financial – and particularly estate – planning has changed dramatically as a result of recent tax legislation. Practitioners must now take a step back, and look at the whole tax, retirement and estate planning picture, and reevaluate how it will affect their clients and families.
Bob Keebler and his associates have developed a collection of tools that will provide a clear and thorough explanation of the issues involved in estate planning after ATRA. These tools include:
- A (PDF) manual explains the tax changes as a result of ATRA, and analyzes planning opportunities in the “new normal” of tax planning
- Checklists, charts and flowcharts – to help practitioners and their clients visualize and organize their tax planning
- Sample Client Letters (in Word and PDF) for current and prospective clients
- A PowerPoint to help educate clients and staff
This toolkit also includes Bob’s Top 25 Planning Ideas that you can put to use right away to help your clients navigate the “new normal” of retirement and estate planning. It covers areas such as Bracket Management, Harvesting Capital Gains and Losses, Charitable Remainder and other Trust Vehicles, Roth IRA Conversions, and many more.