With Tax Reform About to Become Effective January 1,
You Need to Be Ready NOW to
Advise Clients Before the Last Days of December Run Out!

You’ve most likely heard the breaking news that the new Tax Reform Bill passed the Senate with a 51 to 49 vote during the early morning hours on Saturday, December 2nd.  Although there are a few minor differences between the House and Senate Tax bills which still need to be resolved, we do know the major provisions that are the same and will likely be a part of the final legislation.  The problem is, when the law is eventually signed by the President, will you have enough time to read and evaluate the legislation and still do year-end planning for your clients?

Be prepared, ahead of time, for the already known, anticipated major tax changes - - and help your clients take advantage of huge tax savings before it’s too late!

Whether you’re a financial advisor, CPA, or tax or estate planning attorney, be sure to join us and nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, on Tuesday, December 12, 2017 at 9am Pacific Time (12pm Eastern Time) for a very special and timely presentation entitled, “2017 Year-End Tax Planning Opportunities While Tax Reform is Looming”.

On this 90-minute presentation that you will not want to miss, grab key strategies that you can recommend to your clients before year-end, including:

  • Key action steps you should be taking right now - - whether you’re a CPA/Accountant, Estate Planning Attorney, or a Financial Advisor - - and the Top 10 Year-End Tax Planning strategies all advisors should be considering and recommending!
  • An overview of the individual tax changes including SALT, AMT, Charitable and the new fourth Loss Limitation Provisions
  • Massive changes to planning, drafting, and the administration of estates - - including the impact of the doubling of the gift, GST and estate exemptions!
  • Immediate considerations when choosing a Fiscal Year for trusts and estates, including rates and pass-through issues
  • Urgent planning for the new FIFO Securities Rule Including CRTs, CLTs, NINGs, Non-Grantor Trusts and Partnerships
  • Changes coming December 31st of this year to Roth recharacterization provisions, the backdoor Roth and Roth conversions after tax reform
  • The complete overhaul and repeal of most itemized deductions and time-sensitive 2017 year-end planning opportunities available
  • Accelerating certain itemized deductions, including using DAFs and QCDs
  • Reduction in the corporate tax rate and likely strategic and tactical opportunities
  • Planning for the new “Small Business” tax rates, including the choice of S vs. C corporation status or of establishing a new business entity
  • Using intentionally defective non-grantor trusts
  • Reversing certain estate planning previously done, as soon as possible

NOTE: Should the final Tax Reform legislation be signed into law before this teleconference, any significant planning changes will be incorporated.  Should the legislation be signed into law after this teleconference, you will be entitled to attend the later revised teleconference (or receive the audio recording and updated handouts) free of charge.  THERE IS NO GOOD REASON NOT TO ATTEND AND PREPARE YOURSELF RIGHT AWAY!

Your registration includes: Participation on the teleconferences (including a live Q&A session) and PDF handout materials for you and everyone in your office for just $159.  An MP3 audio recording and PDF Transcript can be added on to your registration for an additional fee during the checkout process.

  • Program Title: 2017 Year-End Tax Planning Opportunities While Tax Reform is Looming
  • Speaker:
  • Date: Tuesday, December 12, 2017
  • Time: 9:00 am PT (12:00 pm ET)
  • 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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