What Should Estate Planners Be Telling Clients
About Planning in Early 2022?
What You Need to Know from the Nation’s Leading Experts,
Robert Keebler & Marty Shenkman
What should practitioners be telling clients about planning in early 2022; large exemptions, low interest rates and a full “toolbox” of estate planning strategies.
How do several significant recent developments affect the estate planning landscape in 2022 and beyond? What do we tell clients about the tax environment in Washington? What planning techniques make sense to implement now? How might the House income tax surcharges affect income tax planning for trusts and estates? What might practitioners suggest to clients to address the planning “fatigue” that some clients feel after the whirlwind of 2020-2021 planning?
All of these burning questions will be answered through an in-depth, content-packed presentation by two of the nation’s leading tax and estate planning experts, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA., and Marty Shenkman J.D., CPA, MBA, for this very timely and practical program entitled, “Estate Planning – Best Ideas to Share with Clients in 2022”.
In this 114-minute presentation, you will learn about strategies including but not limited to: The Build Back Better Act, newly released IRS rules around GRATs, the impact of the Smaldino case on estate planning, advanced-level planning for clients, including SLATs, Incomplete Non-Grantor Trusts (and which states to recommend), Dynasty Trusts, and Intentionally Defective Grantor Trust Sales, plus more on fixing Portability problems, and a number of IRA and retirement planning strategies and much more!
If you are meeting with clients and are trying to guide and advise them of what the best planning opportunities and strategies are available to them, this is program that you will not want to miss!
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.
ABOUT THE SPEAKER
J.D., CPA, MBA
Martin “Marty” Shenkman, Esq., CPA, MBA is an estate planning attorney and Certified Public Accountant from Paramus, New Jersey. He received his Bachelor of Science degree from Wharton School, University of Pennsylvania 1977 with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan 1981, with a concentration in tax and finance. Mr. Shenkman is a widely quoted expert on tax matters and is a regular source for numerous financial and business publications, including The Wall Street Journal, Fortune, Money, The New York Times, and others. He has appeared as a…
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.