BREAKING NEWS
The 2017 Tax Reform:
What Does This Mean for You & Your Clients

The moment we have been waiting for since the new President took office is finally here!

Last month, Congress released a consensus document entitled, “Unified Framework for Fixing Our Broken Tax Code”, that laid a clear framework for the new tax reform to be finalized and put into place.

As we have over the last 7 years, our goal is to keep you apprised as soon as information becomes available so that you will know what to do with these changes and how to advise your clients.  This is why we have lined up none other than nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a very special and very timely program entitled “What You Need to Know About the 2017 Tax Reform”.

During this 90-minute presentation, Bob will break down for you the following in a very straightforward, what-you-need-to-know, practical manner:

  • What tax planning strategies and recommendations you should make to your clients as the result from the simplification of the personal income tax brackets - - including how the potential loss of itemized deductions may impact any tax planning you may do for them.
  • How a reduced top corporate rate, as well as a reduced rate for certain pass-through income, will impact your tax planning recommendations and strategies for your business owner clients (as well as for you, if you own your own practice!).
  • How the 2017 Tax Reform impacts qualified retirement plans and “stretch” IRAs.
  • The timing of gains and losses, ordinary income, expenses and deductions during the transition period to the new tax reform.
  • What implications the repeal of the federal estate tax and the generation-skipping transfer tax may have on your high net worth clients (and what this might mean for you and your tax planning business!).
  • What the elimination of the 3.8% net investment income tax means for any income tax planning that you have done and any recommendations that you may make to your wealthy clients.
  • The potential planning opportunities available utilizing strategies such as split dollar, NINGs, WINGs, SINGs, and DINGs!
  • And much, much more (depending on what Congress may announce)!

 

  • Program Title: BREAKING NEWS: What You Need to Know About the 2017 Tax Reform
  • 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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