Teleconference Registration

Now that the October 15th Deadline has Passed,
Catch Up On Our Most Popular and Time-Critical
Programs Held Over the Last Few Months!

Whether you’re an estate planning attorney, CPA, or financial advisor, these timely replays will get you up to speed on last minute planning for your clients in 2012.  These programs are replays of live teleconferences, but you will have the opportunity to email the speaker with any questions.

Purchase the bundled offer of all three programs for a discounted price of $295 or purchase individual programs for $119 each.

The 3.8% Health Care Surtax and Its Impact on Trusts and Estates
Replay held on Tuesday, October 23^rd at 9am Pacific (12pm Eastern)
(Originally held on August 28, 2012)

• How the new tax against trust and estate income works
   
• How to avoid taxable gains on testamentary trust funding
   
• Why the timing of trust and estate distributions is so critical
   
• The proper investments to avoid the Surtax
   
• When it’s best to realize gains and losses
   
• Why there is an increased need for standalone trusts for non-Surtax property
   
• How to select the proper year-end for trusts and estates
   
• And much, much more!

The 3.8% Health Care Surtax and Its Impact on Individuals
Replay held on Thursday, October 25^th at 9am Pacific (12pm Eastern)
(Originally recorded on September 13, 2012)

• How does the 3.8% Investment Surtax work?

• What is “net investment income”?
   
• What is “modified adjusted gross income” (MAGI)?
   
• What are the threshold amounts?
   
• What are the best strategies to reduce net investment income?
   
• What are the best strategies to reduce MAGI?
   
• How will life insurance play an expanded role in income tax planning?
   
• Will tax-exempt bonds continue to make sense?
   
• How will tax-deferred annuities work under the Surtax?
   
• Why Roth conversions will be an even more powerful strategy!
   
• And much more!

Taxation of Trusts and Estates - - Made Easy
Replay held on Wednesday, October 31^st at 9am Pacific (12pm Eastern)
(Originally recorded on July 31, 2012)

• The different types of trusts for income tax purposes (e.g. simple, complex, grantor, charitable)

• The critical categorization of income (taxable income vs. fiduciary accounting income)

• Distributable net income (DNI) and how it works

• The “Tier” Rules

• The Separate Share Rule

• IRC 663(b) “65-Day” Rule

• IRC §691(c) Deduction

• How to treat excess deductions on termination

• Grantor trust rules and how they impact planning and return preparation

• All in plain-English you can understand!

PROGRAM DETAILS AND HOW TO REGISTER:

Online: Register online - - it's fast, safe and convenient!

PROGRAM	PRICE
3-PROGRAM BUNDLE - - BEST VALUE! Includes: Teleconference Replay, Handout Materials, Opportunity to Email Speaker for Q&A, and MP3 Audio Recording	$295 $357 3-Program Bundle
The 3.8% Health Care Surtax and Its Impact on Trusts & Estates Speaker: Robert S. Keebler, CPA, MST, AEP Replay Date: Tuesday, October 23rd Time: 9am Pacific (12pm Eastern) Duration:   60 minutes Includes: Teleconference Replay, Handout Materials, Opportunity to Email Speaker for Q&A, and MP3 Audio Recording	$119 Individual Program
The 3.8% Health Care Surtax and Its Impact on Individuals Speaker: Robert S. Keebler, CPA, MST, AEP Replay Date: Thursday, October 25th Time: 9am Pacific (12pm Eastern) Duration: 60 minutes Includes: Teleconference Replay, Handout Materials, Opportunity to Email Speaker for Q&A, and MP3 Audio Recording	$119 Individual Program
Taxation of Trusts and Estates - - Made Easy Speaker: Robert S. Keebler, CPA, MST, AEP Replay Date: Wednesday, October 31st Time: 9am Pacific (12pm Eastern) Duration: 90 minutes Includes: Teleconference Replay, Handout Materials, Opportunity to Email Speaker for Q&A, and MP3 Audio Recording	$119 Individual Program

By Phone: Call us at 1-866-754-6477

Frequently Asked Questions

*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP 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., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP.