INSTANT DOWNLOAD: “Final Regulations Consistent Basis Rules”

What Every Estate Planner Needs to Know AboutFinal IRS Regulations for Basis Consistency

How to Successfully Complete IRS Form 8971 and
Navigating the Final Consistency Basis Rules

The executor of any new estate that is required to file a Form 706 must understand the basis consistency rules and file Form 8971, “Information Regarding Beneficiaries Acquiring Property From a Decedent”.  The IRS just released final regulations for basis consistency, which now affects Form 8971.  On the surface, the new reporting seems manageable; however, it can be quite complicated.

This is why we have turned to one of the nation’s leading tax and estate planning experts, Robert S. Keebler CPA/PFS, MST, AEP (Distinguished) to put together this very timely presentation entitled “Final Regulations Consistent Basis Rules”.

In his exclusive presentation, Bob Keebler will discuss the many issues estate planners and administrators will need to work through to comply with the Code and protect the estate, beneficiaries, and themselves.

In this 76-minute presentation, Bob will cover the following:

• Review the statutory source of the requirement (Sections 1014(f), 6035, 6662, and 6724)
• In depth analysis of the IRS final regulations on the Consistent Basis Rules

• Funding trusts and basis rules
• Changes to the Zero Basis Rule

• Probate litigation disclosure requirements
• When Form 8971 is required

• Understanding the exemptions
• Term interests and life estates

• Contingent interests
• After-discovered property

• The Subsequent Filing Requirement
• Assets with IRD, including IRAs

• Assets passing to charity
• Assets passing to a spouse

• And much more!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials.  A PDF transcript is available as an add-on for an additional fee.