Tax Planning 101 Courses
With the assistance of nationally renowned CPA and tax expert, Robert S. Keebler, we are pleased to offer an array of courses to help you better understand not only how to complete some of the most common IRS tax forms for your clients, but how to also spot any traps to avoid or key planning strategies to help your clients.
Federal Income Tax Return
IRS Form 1040
Help your clients with better income tax planning by becoming a "1040 Diagnostician" with these two 90-minute in-depth training programs on IRS Form 1040 (Federal Income Tax Return).
Estate Tax Return
IRS Form 706
Many estates, even those well below the exemption, may now need a 706 filed (such as for electing portability). The preparation of this return now presents a golden opportunity for you, but only if you know how to properly it!
Gift Tax Return
IRS Form 709
Whether it’s your first time completing Form 709 or you’re an experienced tax preparer, it is important that you avoid the unforeseen traps! Learn more with this 2-part program!
Additional Tax Form & Tax Planning Courses
Net Investment Income Tax ("NIIT")
Basis Consistency Regulations
Income Tax Return for Trusts & Estates
Mathematics of Estate Planning
Utilize math to determine which tax planning
techniques to recommend
Mathematics of Portability
A scientific approach to determining whether Portability or funding the Bypass Trust is best for your clients
Tax Advisor Penalties
The Top 10 Tax Advisor Penalties and Fines
(and How to Avoid Them)
with Bruce Givner, J.D.
Advanced Form 709 Preparation
Special Gift Tax Issues pertaining to
GRATs, IDGTs & GST Allocations
Taxation of Entities
Taxation of LLCs, FLPs, C Corps, or S Corps
Taxation of Investments
Taxation of stocks, bonds, oil & gas and more!
The field of estate planning is changing more rapidly now than I have seen in my 20 years in this industry. Bob Keebler’s [updates] are an essential resource for my firm’s attorneys to keep current with the ever-changing landscape of our practice. We find that his information is clear and concise. Bob covers all the critical updates and highlights the implications to how we plan for our clients.
Not sure what you’re looking for or what we have available to help you and your practice? No problem! Let us help you.
Every month, various associates at our law firm participate in Robert Keebler’s Monthly Tax and Estate Planning Updates. It is an easy way to keep abreast of all of the technical news that’s fit to print in the estate planning world. Bob is able to collect and distill complex information into a user-friendly and understandable format, giving our firm members the up-to-date information they need. This is a wonderful tool, and we recommend it to anyone in this field.