Do You Really Know How to Utilize

Bracket Management to Help Your Clients

in a Five-Dimensional Tax System?

In recent years, it has become more and more complex to income tax plan for clients. And yes, this system may change, but you still have to be able to know how to navigate through this five-dimensional tax system while it’s still in place.  This includes regular tax, alternative minimum tax, net investment income tax, phase-out of itemized deductions, and the increased 39.6% bracket (including higher capital gains tax rates).  And, as if that isn’t hard enough, you have to be able to do this in conjunction with running multi-year scenarios so that you can get a clear picture of the future tax landscape for your clients too.

What this means is that virtually every financial and tax planning decision that your clients make (or that you recommend) needs to be analyzed through the lens of this current five-dimensional tax system.

The most important and effective way to start this analysis is with bracket management planning.  Whether you’re an estate planning attorney, CPA, financial advisor or life insurance agent, you now have an unprecedented opportunity to demonstrate your value to clients by providing unique and impactful guidance and recommendations utilizing bracket management planning.

You don’t have to learn about bracket management planning on your own.  Instead, you can join us and nationally renowned tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA,  for a plain-English, what-you-need-to-know presentation entitled, “How to Properly Utilize Bracket Management in Income Tax Planning”.

On this 90-minute presentation, you will learn:

  • The fundamentals of bracket management planning theory
  • Basic income “smoothing” strategies, including planning for capital gains and retirement plan contributions
  • Advanced smoothing strategies, including the use of certain types of trusts and alternative structuring of transactions
  • How to analyze and use Roth IRA Conversions when doing bracket management planning
  • How and why borrowing from life insurance policies might be a good planning strategy for your clients
  • Sample case studies
  • And much, much more!
  • Program Title: How to Properly Utilize Bracket Management in Income Tax Planning
  • 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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