SPECIAL TELECONFERENCE: DOMA Update on Last Week’s Breakthrough IRS Ruling 2013-17

Since the Supreme Court’s overturning of DOMA in the Windsor decision, many questions have remained unanswered regarding its effect on income, gift and estate taxes, as well as health and retirement benefits. Until now.

The IRS has spoken! On August 29th, the IRS released its breakthrough Revenue Ruling 2013-17 offering clarity and guidance on many previously open issues – – and reveals numerous planning opportunities for your clients, if you’re “in the know”.

Whether you’re a CPA, financial advisor, or attorney, join us and nationally renowned CPA and tax authority, Robert Keebler, CPA, MST, AEP, on Thursday, September 5, 2013 at 9am PT for a very timely discussion entitled, “Breakthrough IRS Ruling for Same-Sex Married Couples”.

On this teleconference, we will address:

  • What will the IRS consider a legal same-sex marriage? (How will Domestic Partnerships and Civil Unions be treated?)
  • What will happen if a couple moves to a state that does not recognize a legal same-sex marriage?
  • Will couples be able to obtain income tax and estate and gift tax refunds for prior years?
  • What will now be the income tax effect of one “spouse” being covered by the other’s employer health insurance plan?
  • How will Qualified Retirement Plan and IRA beneficiary and income tax planning be changed?
  • And much more!


Program Title: Breakthrough IRS Ruling for Same-Sex Married Couples

Date: Thursday, September 5, 2013

Time: 9am Pacific (10am Mountain, 11am Central, 12pm Eastern)

Duration: 60 minutes

Cost: $139 for Immediate Download / $189 for Printed Materials & CD

Speaker: Robert S. Keebler, CPA, MST, AEP

Registration Includes: Participation on the teleconference for your entire office (including live Q&A), Handout Materials, MP3 audio recording, and a Certificate of Completion.


Online: Register online – – it’s fast, safe and convenient!

By Phone: Call us at 1-866-754-6477

*IMPORTANT NOTICE REGARDING CE CREDIT: The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP are not approved Continuing Education Sponsors. However, several states and regulatory agencies for a variety of professionals that participate on our teleconferences may still receive continuing education credit for their participation. If a participant wishes to receive CE credit for their participation on these teleconferences, they must apply to receive credit on their own and through their individual states and regulatory authorities. A Certificate of Completion will be provided to all of those in attendance. It is the responsibility of the participant to file for CE credit and is not guaranteed by The Ultimate Estate Planner, Inc., Philip J. Kavesh, Robert S. Keebler and Keebler & Associates, LLP.

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