After the 2012 Elections,
Will You Seize the Opportunity to Be a Hero
to Your Clients and Prospects?

(By advising them right away, before your competitors do!)

November 6, 2012 may prove to be one of the most important election days in U.S. history, at least from a tax perspective.  Regardless of who wins the Presidency and who controls the Senate and House, we are likely to see the first major changes to the U.S. Tax Code in over ten years.

Accordingly, there is no better time than immediately after the election to advise your clients and prospects on what important steps to take before the tax law changes in 2013.

That’s why we’re bringing together on November 7th - - the day after the election - - two of the sharpest minds in income and estate tax planning - - Robert S. Keebler, CPA, MST, AEP (Distinguished) and Martin S. Shenkman, J.D., CPA, MBA - - to evaluate the likely impact of the election on current and future tax laws and identify exactly what you should immediately advise your clients and prospects to do.

On this timely 90-minute program, Bob and Marty will specifically address with you the following:

  • Likely changes to the current Income Tax Laws:
    • Ordinary income tax rates
    • Capital gains tax rates
    • The tax benefit of certain deductions
    • The impact of the Alternative Minimum Tax (AMT)
  • Likely changes to the current Estate & Gift Tax Laws:
    • The estate and gift tax exemption
    • The generation-skipping transfer (GST) tax exemption
    • The estate, gift and GST rate
    • Portability of the estate tax exemption
    • Valuation discounts
    • Restrictions to multi-generational dynasty trusts
    • Other restrictions to intra-family transfers
  • Income Tax Actions to take before year-end:
    • Analyzing when to take deductions and losses
    • When to take income and harvest capital gains
    • Roth IRA conversions
    • Income shifting to junior generations
  • Estate Planning Actions to take before year-end:
    • Annual exclusion gifts
    • Lifetime gift exemption gifts
    • Taxable gifts
    • Grantor Retained Annuity Trusts (GRATs)
    • Dynasty Trusts
    • Installment Sales to Dynasty Trusts
    • Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs)
    • Spousal Lifetime Access Trusts (SLATs)
    • Front-end loading Irrevocable Life Insurance Trusts (ILITs)
    • Forgiving intra-family installment notes
  • And much, much more!

Whether you’re a CPA, financial advisor, life insurance agent or estate planning attorney, you should be among the first estate planning professionals “in the know”.

Join us for this special 90-minute program entitled, “Post-Election Analysis: A Tax Planning Guide to Surviving 2012, 2013 & Beyond”.

Here’s what just a few of your colleagues had to say about the November 7th program…

“Great and timely information!”
– Phil P., Financial Advisor
Walnut Creek, CA

“Thanks, Bob and Marty!  You guys put on a VERY GOOD program!”
– Vasili R., Attorney and CPA
No. Barrington, IL

“Bob and Marty, thanks!  This was such a nice presentation!”
– Robert M., Attorney
Oshkosh, WI

Martin M. Shenkman

J.D., CPA, MBA
Martin M. Shenkman

Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant from Paramus, New Jersey. He received his Bachelor of Science degree from Wharton School, University of Pennsylvania 1977 with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan 1981, with a concentration in tax and finance.
Mr. Shenkman is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a tax expert on numerous television and cable television shows including The Today Show, CNN, NBC Evening News, CNBC, MSNBC, CNN-FN and others. He is a frequent guest on radio talk shows throughout the country and has a regular weekly radio show on Money Matters Financial Network.

Mr. Shenkman is a prolific author, having published thirty-four books and more than seven hundred articles. Mr. Shenkman has served as contributing editor to a host of publications, including: New Jersey Lawyer, The Journal of Real Estate Finance, Real Estate Insight, Commercial Leasing Law & Strategy, The Journal of Accountancy, Real Estate Accounting and Taxation, Shopping Centers Today, and others.

Mr Shenkman is active in numerous charitable organizations, sitting on many boards and planned giving committees and lectures regularly for these and other organizations.

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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