What Are the 25 Hottest

Income Tax, Estate Tax and

Asset Protection Planning Ideas

for 2017?

(Don’t Wait Until Congress Gets Its Act Together to Find Out!)

Regardless of the course of new tax legislation in Washington, there are a number of key planning strategies that experts already know will be “hot” for 2017. (And if you delay bringing them to your clients’ attention, they may cost them big bucks and forfeit your competitive advantage!)

Join us and nationally renowned CPA and tax authority, Robert S. Keebler CPA/PFS, MST, AEP (Distinguished), CGMA, and nationally renowned estate and asset protection attorney, Steven J. Oshins, J.D., AEP (Distinguished), for two 90-minute practical, information-packed presentations entitled, “The Top 25 Estate Planning Strategies of 2017”. Bob will be specifically covering Income and Estate Tax Planning.  Then Steve will be covering Asset Protection strategies for 2017.

Whether you’re an attorney, CPA, financial advisor, life insurance agent or trust officer, Bob and Steve will cover the most cutting-edge planning strategies that you need to know this year in a manner that will benefit all levels and types of professionals.

Unfortunately, we can’t reveal here the top strategies they intend to cover in this program, but we can tell you this:

  • You’ll learn what planning techniques should still remain popular in 2017 - - and which will suddenly become a lot more popular!
  • You’ll discover some new strategies you may not be already using (or subtle twists on existing ones you are!)
  • You’ll rediscover some older, time-tested concepts you may no longer be using
  • The speakers will address pending or proposed tax legislation, too!

Your purchase to this 2-part series will include handout materials, audio recording, and a Certificate of Completion.  If you would like to register for only Bob Keebler’s program on Income & Estate Tax Planning Strategies, click here. If you would like to register for only Steve Oshins’ program on Asset Protection Strategies, click here.  Registration for each individual call is $199, or you can register for both programs below at the significantly discounted price of $279 for your entire office.

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.

Steven J. Oshins

Esq., AEP (Distinguished)
Steven J. Oshins

Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011.  He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in 2016.

Steve has been very active in helping get some of the most valuable trust and creditor protection laws passed in Nevada including the 365-year Nevada dynasty trust law, the charging order laws for Nevada limited liability companies, limited partnerships and corporations and the Restricted LLC and Restricted LP laws allowing for larger valuation discounts than any other state allows.

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.

If you would like to register for only Bob Keebler’s program on Income & Estate Tax Planning Strategies on, click here.

If you would like to register for only Steve Oshins’ program on Asset Protection Strategies on, click here.

*Registration for each individual call is $199, or you can register for both programs at the significantly discounted price of $279 for your entire office.