Markets continue be volatile, and it seems every year will be defined by more uncertainty. In the meantime, interest rates have stayed low. These developments are important for clients seeking to protect their wealth and minimize their tax-liabilities because the effectiveness of many income tax and wealth transfer techniques are both low valuation and interest rate dependent. Moreover, dangerous volatility complicates planning by providing opportunities and traps for the unwary.

Against this background, this course covers the following topics:

- Bond Premium Tax Issues
- Loss (& Gain) Harvesting for individuals, trusts and estates
- Roth conversions in a volatile market
- ISO & NQSO Exercise Timing
- Unwinding NUA positions
- Tax Issues with Concentrated Positions
- Estate administration in a volatile market including liquidity for taxes
- Techniques that are more effective as interest rates fall

Your certificate will be awarded upon successful completion of the course requirements which include a video lecture that will be followed by a 10 question final exam.