Do You Know How
To Use a Clients’
Income Tax Return
To Make More Money?

These days, every estate planning professional is looking for new “profit centers” you can quickly and easily incorporate into your practice.

Here’s one.  If you know how to read and properly utilize a prospect’s or client’s 1040 (Federal Income Tax Return), you’ll generate a lot more revenue - - more investment, annuity and insurance sales, more asset management fees, more tax planning fees and more estate planning fees.

Financial planners, annuity and insurance agents, CPAs and estate planning attorneys who have previously attended our basic overview program entitled “How to Read a 1040 for Fun and Profit” have screamed out for an even more detailed, advanced-level program - - so here it is!

We’ve enlisted the expertise of renowned CPA and tax planning specialist, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, to take you through a thorough line-by-line discussion of the Form 1040 and how to spot valuable planning opportunities.

Join us and Bob for two 90-minute programs entitled, “How to Be a 1040 Diagnostician”.

During this 2-part program, Bob Keebler will address:

  • How to spot estate planning opportunities for IRAs and other qualified retirement plans
  • How to reduce the impact of the 3.8% Net Investment Income “surtax” on interest, dividends, and capital gains
  • How to reduce the taxation of Social Security
  • How to use tax-sensitive investment allocation strategies
  • Tax planning opportunities with “alternative investments” (such as O&G, MLPs, Real Estate)
  • How to plan for capital gains and losses, plus reduce portfolio risk in a tax-efficient manner
  • Advanced securities trading/tax reduction techniques (such as options, straddles and hedges)
  • Long term strategies for tax-efficient retirement planning (which assets to tap when - - and in which order, first, second and third)
  • Tax sensitive life insurance and long-term care insurance planning opportunities
  • How to utilize “hobby” losses, avoid the IRA deduction phaseout, and maximize itemized deductions
  • And much, much more!
  • Program Title: How to Be a 1040 Diagnostician – 2-Part Series
  • Speaker:
  • Duration: 90 Minutes

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals.

In the past 20 years, he has received over 150 favorable private letter rulings including several key rulings of “first impression.” Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.

Mr. Keebler is a member of the editorial board of the Society of Financial Service Professionals “Keeping Current” series. He is a featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division. Bob also had his article “Is That Your ‘Final’ Answer?” published in Tax Management Compensation Planning Journal. Bob frequently is quoted in national publications such as New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer’s Weekly, On Wall Street, The Wall Street Journal, USA Today, Wealth Manager and Worth in addition to many local and regional newspapers.

He is a frequent speaker for legal, accounting, insurance and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA’s Advanced Estate Planning, Personal Financial Planning Conference and Tax Strategies for the High Income Individual Conference.

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin – Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.

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