The top 10 tax planning ideas presented are:
Engage in tax bracket management,
Reduce exposure to the 3.8% Net Investment Income Tax and Internal Revenue Code Section 199A Limits,
Consider income shifting,
Perform Roth IRA Conversions – The chart also gives reasons to consider doing a Roth Conversion now
Consider creating a Charitable Remainder Trust,
Maximize contributions to retirement plans,
Consider an Internal Revenue Code Section 453 deferred installment sale,
Utilize tax-efficient investing,
Consider creating a Charitable Lead Trust, and