While You’re Waiting for Congress
to Get Its Act Together…

 What Income, Estate Tax & Asset Protection
Planning Should You Be Recommending to
Your Clients RIGHT NOW—Before 2017 Ends?

Maybe a major tax act will pass in Congress this year.  Maybe not.

Regardless, whether you’re a financial advisor, life insurance agent, CPA or attorney, you need to be advising your clients as to the best course of action for the time remaining in 2017 - - steps your clients may want to take if a new tax bill does materialize or doesn’t.

Join us on Tuesday, October 24, 2017 at 9am Pacific Time (12pm Eastern Time) and renowned tax and financial expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a timely 90-minute teleconference entitled, “Best Year-End Planning Ideas for 2017: What the Planner Needs to Know”.

During this 90-minute teleconference, Bob will address topics such as:

  • Asset class Roth Conversion planning
  • How to deal with the proposed “Five Year RMD” Rule
  • How to use CRTs for deferral and rate arbitrage
  • Where installment sales make sense
  • The advantages of a sale of small business stock
  • The Puerto Rico “gambit”
  • Incomplete Non-Grantor Trusts (“INGs”)
  • Lowering taxes by shifting trust situs
  • Domestic Asset Protection Trusts and third-party created trusts
  • ERISA plans and IRAs
  • Overlooked uses of LLCs
  • Estate tax repeal and how to adjust now, including the use of SLATs and short-term GRATs
  • Life insurance strategies, with some wrinkles
  • And much more!

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 $129.  The MP3 audio recording and/or a PDF Transcript can be added on to your registration for an additional fee.

  • Program Title: Best Year-End Planning Ideas for 2017: What the Planner Needs to Know
  • Speaker:
  • Date: Tuesday, October 24, 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.

Leave a Review

If you have purchased this product and would like to leave a review for others, please comment below.