The Critical Tax Elections
You Can’t Afford to Miss!
Master IRS Forms 1041, 706 & 709 and
Avoid Costly Mistakes & Protect Your Clients
If you prepare or review IRS Forms 1041, 706, or 709, you know that one wrong election can cost your clients thousands—if not millions—in unnecessary taxes. From gift splitting to reverse QTIP elections to GST allocation mistakes, the stakes are high.
This is why we have brought in nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), for a must-watch 95-minute masterclass entitled, “Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)”.
In this power-packed session, Bob will uncover the most critical tax elections and hidden pitfalls in estate and trust tax planning. He’ll walk you through real-world scenarios and key strategies to help you minimize tax liability, ensure compliance, and maximize tax-saving opportunities.
What You’ll Learn:
- Gift Splitting & Reverse QTIP Elections (when and how to use them)
- Electing Out of Automatic GST Allocations (and common traps to avoid!)
- Key Valuation Issues (including critical IRS considerations)
- 5-Year 529 Plan Elections (and how to maximize tax benefits!)
- When it makes sense to use Alternative Valuation Date (Section 2032A)
- How to effectively use Section 754 Partnership Elections
- Advanced tax-saving insights, including DNI & Kenan Gains Planning
- AND MUCH MORE!
Your purchase includes an instantly downloadable MP4 video and audio recording, and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: Beyond the Numbers: Understanding the Important Gift, Estate, and Income Tax Elections (Preparing Forms 1041/706/709)
- Speaker: Robert S. Keebler
- Duration: 95 minutes
Purchase
ABOUT THE SPEAKER
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
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.