The Top 5 Income Tax &
Estate Planning Ideas for 2018!
Join us and nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a very timely presentation entitled, “Five of the Best Income Tax and Estate Planning Ideas for 2018”.
During this 90-minute presentation, Bob will be covering five of the best income tax and asset protection ideas in 2018, including one of the best opportunities for lawyers and trust officers to help clients since the Tax Reform Act of 1986. The challenge is a massive paradigm shift away from estate tax planning to mastering additional income tax and asset protection strategies.
Examine practical examples and learn how to plan for Section 199A, the principles of decanting, planning for asset protection, estate planning for IRAs, as well as how to integrate income tax planning into estate plans.
Some of the topics to be covered include:
- Section 199A planning – including trusts
- Decanting to capture the 1014(a) basis adjustment
- Asset protection planning with entities and trusts
- Estate planning for IRAs
- Income tax planning as a replacement for estate tax planning
Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process
- Program Title: Five of the Best Income Tax and Estate Planning Ideas for 2018
- Speaker: Robert S. Keebler
- Duration: 90 minutes
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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.