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On-Demand Programs

Are You Using Your Old, Tried & True
Estate Tax Planning Tools
to Save Your Clients Income Taxes?

If a chunk of your practice revenue used to come from advanced-level estate tax planning, you’ve seen a big dip since the $5 million exemption came into effect.

And now, your clients are a lot more interested in saving income taxes than estate taxes. You need to adapt.

The good news is, you can do so easily by merely “re-purposing” some of your old, tried and true estate tax planning techniques (and, in the process, replace your lost estate tax planning revenue!).

Here’s what you need to know:

  • How to shift income to lower tax bracket family members
    • The principles of bracket management
    • How the complexities of PEP and PEASE limitations, AMT and NIIT factor in
  • How to use standard, irrevocable, discretionary distribution trusts
    • Understanding the key principles of DNI, how to allocate capital gains to income rather than principal, and the separate share and tier distribution rules
  • How to use more specialized irrevocable trusts to save income taxes
    • INGs
    • CRTs
  • The best states to situs different types of trusts to maximize tax savings
  • How to use FLPs to shift income
  • Avoiding realization of gain upon formation
  • Steering clear of “investment company” rules
  • And much, much more!

You can find out all of this - - in a simplified format that you and your clients can understand - - by joining us and nationally renowned income tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, on  for a unique 90-minute presentation entitled, “Income Shifting with Trusts & Partnerships”.

  • Program Title: Income Shifting with Trusts and Partnerships
  • Speaker:
  • Duration: 90 minutes

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Includes: Immediately downloadable handout materials and MP3 audio recording. SKU RSK111114ODSP

 

Includes: Printed Handout Materials, plus CD-ROM with PDF copy of handouts and audio recording. SKU RSK111114ODPP

 

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ABOUT THE SPEAKER

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) 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 Planners & Councils. 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. 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…

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.