With the Most Significant Tax Reform
to Hit Our Country in Over 30 Years…

You Better Know What to Do
and How to Advise Your Clients!

This is it!  The final Tax Bill is here and massive changes are coming.  You need to be on top of these changes and be ready to properly advise and make planning recommendations to your clients - - or someone else will!

As we have in the past, we will decipher all of the legal mumbo jumbo and break it down into just the practical, “what you need to know”.

Whether you’re a financial advisor, CPA, or tax or estate planning attorney, be sure to join us and one of the nation’s leading CPAs and tax experts - - Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a special 2-part presentation (of 90 minutes each) entitled, “What Every Advisor Needs to Know About Tax Reform for 2018 Planning & Beyond”.

On Part 1, Bob will present an overview of the Bill, including:

  • Practice Altering Changes to Drafting, Planning and the Administration of Estates Including Doubling the Gift, Estate and GST Exemption
  • Immense Changes to the Taxation of C-Corps – An Estate Planners Perspective
  • Massive Changes to the Taxation of Pass Thru Income, the Law, the Numbers the Opportunity and the TRAPs
  • The Complete Overhaul and Repeal of Most Itemized Deductions
  • Individual Tax Changes including SALT, Charitable, AMT, Standard Deduction and PEASE limitation
  • Tactical and Strategic Planning for the AMT Revisions
  • The New Section 461 Fourth Loss Limitation Provision
  • Immediate Considerations When Choosing a Fiscal Year for Estates and Trusts Including Rates and Pass-Through Issues
  • Changes to the Tactical and Strategic Use of CRTs, CLTs, NINGs, Non-Grantor Trusts and Partnerships
  • December 31, 2017 Changes to Roth Recharacterization Provisions and Roth Conversions After Tax Reform
  • Life Insurance After Tax Reform
  • Reduction in the Corporate Tax Rate and Likely Strategic and Tactical Opportunities
  • The Separation of Pass-Through  Business Income From The Traditional Ordinary Income Approach
  • A Mathematical Comparison of C-Corp and Pass-Through Taxation After Tax Return
  • Further Ample Coverage of New Concepts Not in Earlier Bills
  • ACTION STEPs for Financial Planners
  • ACTION STEPs for Estate and Trust Lawyers
  • And much more!

Then, on Part 2, Bob will give you a more detailed look at the following:

  • A Policy Perspective – What Congress is Hoping to Achieve
  • Impact on Trusts and Estates – What Every Estate Planning Lawyer Needs to Know
  • Taxation of Professional Practices
  • What is a Specified Service Business?
  • What is the Cliff Phaseout?
  • The Impact of the Pass-Thru Deduction on Prior Year Losses
  • Relationship to the Net Investment Income Tax
  • Relationship to the Interest Limitation and New Expensing and Depreciation Rules
  • Tax Planning for Small Business Entities
  • The Impact on Real Estate Entities
  • Should Small Business Owners Still Create Pension and Profit Sharing Plans
  • Should S-Corps Revoke Their S-Corp Election and Become a C-Corp
  • Estate Planner’s Pass Thru Checklist
  • Further Detailed Coverage of New Concepts Not in Earlier Bills
  • Estate Tax Planning After Tax Reform
  • New GST and Dynasty Trust Planning
  • The Mathematics of Estate Planning – Income Tax Basis Versus the Estate Tax
  • Reforming and Decanting Trusts to Add a GPOA
  • And much, much more!

Be informed, so you can best serve your clients.

  • Program Title: What Every Advisor Needs to Know About Tax Reform for 2018 Planning & Beyond
  • Speaker:
  • Duration: 90 minutes

Robert S. Keebler

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

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 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 Planning Counsels. 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. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. 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.

In the past 20 years, he has received over 150 favorable private letter rulings including several key rulings of “first impression.” Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms.

Mr. Keebler is a member of the editorial board of the Society of Financial Service Professionals “Keeping Current” series. He is a featured columnist for CCH’s Taxes Magazine – “Family Tax Planning Forum,” Steve Leimberg’s “News of the Week Newsletter” and the Bureau of National Affairs Tax Division. Bob also had his article “Is That Your ‘Final’ Answer?” published in Tax Management Compensation Planning Journal. Bob frequently is quoted in national publications such as New York Times, Chicago Tribune, Baltimore Sun, Barrons, Bloomberg Wealth Manager, Financial Advisor, Forbes, Kiplinger, Lawyer’s Weekly, On Wall Street, The Wall Street Journal, USA Today, Wealth Manager and Worth in addition to many local and regional newspapers.

He is a frequent speaker for legal, accounting, insurance and financial planning groups throughout the United States at seminars and conferences on advanced IRA distribution strategies, estate planning and trust administration topics including the AICPA’s Advanced Estate Planning, Personal Financial Planning Conference and Tax Strategies for the High Income Individual Conference.

Mr. Keebler graduated (cum laude) from Lakeland College with a degree in Accountancy and the University of Wisconsin – Milwaukee with a Masters in Taxation. Before practicing in Northeastern Wisconsin, he practiced with Price Waterhouse where he concentrated in taxation.


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.

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