Corporate Executives Face Special Tax Issues
You Should Address Immediately
Corporate executives typically encounter a myriad of tax-related transactions unique to them that involve special tax rules - - deferred compensation, stock options, net unrealized appreciation in qualified plan-held stock, etc.
Now place on top of those already complex challenges the potential tax law changes coming in 2013!
What your corporate executive clients choose to do - - or fail to do - - the next few months before this year-end may have a huge five, six or even seven figure impact on the income taxes they will pay!
They’re looking to you for the right advice and you need to know the answers to:
- Exactly how are non-qualified Stock Options taxed and what’s the best time to exercise them?
- Should Deferred Compensation continue to be deferred into 2013, or should some of it be accelerated into 2012 - - and how much?
- How can the Net Unrealized Appreciation tax trap be avoided or minimized?
- What tax-wise strategies can be used to hedge an executive’s stock portfolio that has a large concentration of his or her company stock?
- What’s the best time to harvest stock capital gains and losses - - and in what amounts?
- What’s the impact of the coming 3.8% Affordable Health Care Surtax on each of these decisions?
Whether you’re a CPA, financial advisor or estate planning attorney, please join us and nationally renowned CPA and tax authority, Robert S. Keebler for a special 60-minute program entitled “Income Tax Planning for Executives”.
- Program Title: Income Tax Planning for Executives
- Speaker: Robert S. Keebler
- Duration: 60 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.