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Topics Covered

FREE SAMPLE PLANS: All attendees will receive a sample plan for each of the tools discussed during our program. Each sample plan will include a flow chart showing how the illustrated planning tool reduces taxes, increases transfers to heirs, enhances charitable giving potential, and/or achieves other important goals. The sample plans will also include presentation notes to help the adviser identify the best prospects, explain key concepts, and implement the plans effectively. The techniques discussed will help you show your clients:

How to avoid gift taxes on large insurance premium payments
How to sell their business tax free
How to make tax-free distributions from their business
How to make life insurance premiums tax-deductible
How to exercise nonqualified stock options tax-efficiently
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.