Teleconference Registration

Keep Up to Date
With a Lot Less Time,
Money & Effort

As an estate planning professional, you know the importance of keeping current with new income and estate tax laws and the latest tax planning strategies.

The problem is, it’s become a lot more time consuming and expensive - - as well as a big drain on your energy (on top of all the emails you now also have to return each day!).

Wouldn’t it be nice if you had one of the nation’s leading tax experts…

• Reviewing, distributing and summarizing for you the key income and estate tax journals, list serves, newsletters, government announcements and IRS and court decisions - - on one 60 minute phone call each month 
• Providing you with insightful commentary on these new tax developments and offering practical implementation tips
• Sharing and explaining in plain English the newest, cutting-edge tax planning strategies
• And ON TOP OF ALL THIS, available to you once a month to answer your toughest tax questions - - all for one low price

Well this “dream” has now become a reality.

Join us and nationally renowned CPA and income tax and estate tax authority, Robert S. Keebler, CPA, MST, AEP, for a new series of teleconferences, “Robert Keebler’s Monthly Tax Updates”.

Each call will be 60 minutes (including a live Q&A session) and comes with handout materials, an audio recording of the teleconference and a Certificate of Completion for CE Credit.  Purchase individual programs from this 2012 monthly series for you and everyone in your office now, at a special price of $99 per call.

PROGRAM DETAILS:

Dates & Topics:

Tuesday, January 31, 2012:

• 2011 tax return filing deadlines
• 2012 Private Letter Ruling (PLR) fees
• New changes to the "innocent spouse relief" rules
• New trust decanting rules
• Recent U.S. Tax Court cases
• New estate inclusion calculations for property included in a decedent's taxable estate under IRC §2036

Tuesday, February 28, 2012:

• President Obama's 2013 Budget Plan and its impact on Estate & Gift Tax Laws and advanced estate tax planning strategies
• Changes to Form 1041 
• State Estate Taxes 
• Recent U.S. Tax Court cases 
• Inherited IRA Bankruptcy Protection 
• Relief for Portability Election 
• Regulations on Longevity Annuities in Retirement Plans 

Thursday, March 29, 2012

• CCA 201208026 dealing with completed gifts and Crummey powers
• The Estate of Stone case dealing estate inclusion of an FLP
• The NUA planning opportunity found in PLR 201144040
• In-kind distributions of an IRA from an estate or trust
• Estate tax deductions discussed in the Naify case
• The Chilton Court of Appeals decision

Thursday, April 26, 2012

• The defined value case of Wandry
• The Finfrock case dealing with special use valuation
• The taxpayer victory in Kelly involving estate inclusion of an FLP
• The privity rule for theft losses in CCA 201213022
• An estate’s ability to sue to enforce divorce settlement waiver of retirement benefits as seen in Kensinger

Thursday, May 31, 2012

• Several cases dealing with bankruptcy protection of IRA and Retirement Accounts
• The Supreme Court's Ruling in Home Concrete
• The IRS' AOD on the marital deduction allowed in the Baer Revocable Trust Case

Thursday, June 28, 2012

• Recent cases dealing with the loss of a charitable deduction for taxpayers who did not meet the substantiation requirements
• The first time homebuyer credit when home purchased through an S Corporation
• Changes to procedure for obtaining EINs
• Recent case on Bankruptcy protection for an IRA
• Discussion of the new temporary regulations on portability

Thursday, July 26, 2012

• The effect of the recent Supreme Court decision on the 3.8% Medicare Surtax
• The Morris case out of the 10^th Circuit regarding Medicaid eligibility after purchasing a qualifying annuity
• Early distribution tax provision of the Moving Ahead for Progress in the 21st Century Act

Thursday, August 30, 2012

• The recent PLR granting a taxpayer an extension to file Form 8939
• Notice 2012-52 regarding the deductibility of contributions to domestic single-member limited liability companies that are wholly owned and controlled by charitable organizations
• Recent cases discussing the income tax on IRA distributions and rollover options

Thursday, September 27, 2012

• The draft 2012 Form 706, Estate Tax Return.
• The Wimmer case as it relates to annual gift tax exclusion for gifts of partnership units.
• PLR 201235030, received by Keebler and Associates, in which a taxpayer was granted an extension to perform a Roth IRA recharacterization.
• A recently PLR where the IRS ruled that a series of equal periodic payments was not modified despite taking duplicate distributions in one month.
• The modified Circular 230 requirements for written tax opinions.

Tuesday, October 30, 2012

• Certain inflation adjusted items for 2013, including the gift tax annual exclusion.
• The final 2012 Form 706, Estate Tax Return and Form 709, Gift Tax Return.
• Recent PLRs granting an extension to file Form 8939 to make timely election under Code Sec. 1022; for allocation of increase in basis for property acquired from decedent.
• Two recent cases regarding the exemption from bankruptcy of retirement accounts.
• The Keller case regarding the validity of a partnership that was not formally funded by the decedent prior to her death.

Thursday, November 29, 2012

• Tax planning in light of the November election.
• The IRS’s recent announcement that they will not follow the holding in the Wandry case.
• IRS relief available related to Hurricane Sandy.

Tuesday, December 18, 2012

• The new 3.8% Medicare surtax regulations.
• A recent PLR discussing the effect of receiving an RMD on a disclaimer.
• PLRs granting a late election out of the estate tax rules for 2010 deaths.
• The new mileage rates for 2013.

Speaker: Robert S. Keebler, CPA, MST, AEP

Registration Includes: Participation on live teleconference (including Q&A), Handout Materials (if any), MP3 Audio Recording and a Certificate of Completion*.

Frequently Asked Questions

2013 SERIES

*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Keebler & Associates, LLP, Robert S. Keebler and Philip J. Kavesh are not approved Continuing Education Sponsors.  However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation.  If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities.  A Certificate of Completion will be provided to all of those in attendance.  It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Keebler & Associates, LLP, Robert S. Keebler and Philip J. Kavesh.