Do You Know How the SECURE Act
Affects Charitable Planning with IRAs?

Well, you better find out! 

Join us and nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a very special and timely presentation entitled, “IRAs to Charity After the SECURE Act”.

During this 90-minute presentation, Bob will give you more in-depth discussion about how the SECURE Act impacts using IRAs with charitable planning including, but not limited to:

  • What the SECURE Act means for the 10-year rule
  • How IRA-CRTs can simulate the longer payout and still benefit charity
  • Understand the Mathematics of the IRA-CRT with and without an estate tax
  • Understanding the income tax aspects of CRTs
  • Converting ordinary income to long-term capital gains
  • Designing IRA CRTs for spouses with a 100% marital and charitable estate tax deduction
  • Designing IRA CRTs for children and grandchildren including GST issues
  • The critical differences between Term and Life Time CRTs and the risk of both
  • The use of insurance to manage risk
  • The reasons why the IRA-CRT is a better decision now more than ever and why insurance planning compliments CRT planning
  • Using RMDs to fund charitable goals
  • Running the numbers to compare strategies and why the CRT really works for charitably inclined clients
  • Understand the estate and GST issues
  • The mathematics of IRA-CRT including the Tier Rules
  • Understand how to design a CRT payable to a traditional Trust
  • Why IRA-CRT is powerful when an estate tax does exist
  • What federal and state estate tax considerations should be made
  • Why the 691(c) deduction fails to truly benefit the beneficiaries
  • CRTs payable to Special Needs Trusts to reduce income taxes
  • And much more!

Your purchase includes: Downloadable PDF handouts and MP3 audio recording. You can also add on the PDF transcript to your purchase during the checkout process for an additional fee.

  • Program Title: IRAs to Charity After the SECURE Act
  • 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.

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.

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