Monthly Estate Planning & Tax Update
September 2014 Program
You know there will be lots of tax changes in 2014 that you must somehow navigate through.
Are you prepared to spend thousands of dollars on journals and update services – – and then carve out countless hours to pour through hundreds of pages of material?
Or would you prefer a simpler, easier and cheaper way to stay on top of new laws and planning strategies, as they occur, rather than months later?
You can. Join one of the nation’s leading tax experts - - nationally renowned CPA Robert S. Keebler - - for a 60-minute, timely presentation, where he will:
- Review for you the key income and estate tax journals, list serves, newsletters, government announcements and IRS and court decisions - - distilling them all down to just what you “need to know!”
- Provide you with insightful commentary on these new tax developments - - and how they will affect you and your clients
- Explain in plain English the newest, cutting-edge tax planning strategies.
- And ON TOP OF ALL THIS, make himself available to you at the end of each monthly call to answer your toughest tax questions - - all for one low price!
On this month’s program, Bob will cover the following:
New IRS Notice regarding allocating pretax and after-tax amounts among disbursements that are made to multiple destinations from a qualified plan.
New private letters rulings regarding gift tax consequences of a NING trust.
A case discussing what is considered income for purposes of the six year income tax statute of limitation.
A private letter ruling allowing a rollover after an IRA owner’s death.
The approaching deadline for Roth IRA recharacterizations.