Most estate planning professionals are already very well aware that the SECURE Act brought with it some of the biggest changes to IRA planning for clients than we have seen during our lifetime. That’s why it’s so important as estate planners that we have what we need to understand the SECURE Act and what you need to know to properly advise your clients.
This is why we, as we have in the past, have teamed up with nationally renowned CPA and IRA expert, Robert S. Keebler, to break it down for you so that you don’t have to do it yourself.
Get this downloadable e-Book at your fingertips to help you navigate through these complex regulations.
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This e-Book will be delivered by e-mail in a printable Adobe® PDF file for you and your entire office immediately after purchase.
ABOUT THE AUTHORS
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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 Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.
Robert.Keebler@KeeblerandAssociates.com
920.593.1701
Peter J. Melcher, J.D., MBA, LL.M. is a Partner with Keebler & Associates, LLP. He specializes in tax planning for high net worth individuals. Peter has extensive experience in domestic and foreign estate planning, business succession planning and income tax planning for investors and corporate executives. He also implements sophisticated tax strategies like FLPs, GRATs, IDGT sales and charitable trusts as well as prepares private letter ruling requests. Peter is a frequent author for national tax journals including Estate Planning, Trusts & Estates, TAXES, the Real Property Probate and Trust Report, the Practical Tax Lawyer, the Journal of Financial Planning, The Estate Planning Review, and the Marquette Elder’s Advisor. Peter is a member of the State Bars of Wisconsin and Illinois. He received his law degree from the University of Wisconsin-Law School, his Masters of Law in Taxation from DePaul University and his Masters of Business Administration from the University of Chicago.
Prior to joining Keebler & Associates, LLP Peter was a Senior Tax Manager with Baker Tilly Virchow Krause, LLP.
Peter.Melcher@keeblerandassociates.com
920.883.9575
RELATED PRODUCTS
In addition to this e-Book on the SECURE Act, we have a number of educational program and products that you might be interested in.
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