Estate Tax Planning is (Basically) Dead!

You Need to Be Doing Income Tax Planning!

(and you can add this to your practice without hours or years of study!)

Given the higher estate tax exemption, fewer and fewer estates will face estate taxes anymore.  The real concern of most of your clients is now income taxes - - ordinary and capital gains taxes, federal and state.  And, even if you don’t regularly provide income tax planning, you can as part of your estate planning if you learn some core concepts and how to apply them.

Join us and nationally renowned CPA and tax expert, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a special 90-minute presentation entitled, “Income Tax is the New Estate Tax”.

On this call, Bob will cover:

  • Tax Planning for Basis after the Tax Cuts & Job Act
  • How to capture the maximum capital gains step-up at death
  • When to consider lifetime gifts (even though they won’t get step-up)
  • Which states offer better income tax laws for estates and trusts, and how to fall under their jurisdiction
  • How to properly balance both estate taxes and income taxes when making the portability election (and choosing whether to fund a Bypass Trust)
  • The “new math” of utilizing portability with IRAs after Tax Reform
  • FLPs and planning for valuation adjustments
  • Using GRAT “Hedges” to Assure a Step-Up
  • And much more!


  • Program Title: Income Tax is the New Estate Tax
  • Speaker:
  • Duration: 90 minutes



Includes: Immediately download of PDF handout materials and MP3 audio recording.



Robert S. Keebler

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

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…


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.