Why Bob Keebler Makes the Section 645 Election Almost Every Time
Topics discussed
Introduction: The importance of post-death tax planning windows
Section 645 election basics: Combining estate and trust for income tax
Fiscal year flexibility and IRA distribution timing strategies
Managing income spikes and Opportunity Zone timing considerations
Key benefits: S-Corp protection, charitable deductions, and gain netting
When to avoid the 645 election: Liability and separation strategies
Conclusion: Resources, PFS credential, and final thoughts
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