You can waste a lot of time and money for you (and your associates) to travel and attend a 2 or 3 day event, or…

You (and Your Associates) Can Learn
Just What You “Need to Know”
About IRAs (and Planning for Them)
In Four Short, Inexpensive Teleconferences!

More and more wealth will be parked inside IRAs over the next few years, as qualified retirement plans are rolled over, than ever before in history.  So whether you’re an attorney, accountant or financial planner, you will undoubtedly face numerous IRA questions and issues you must be ready to address. Plus, if you have more IRA planning knowledge you can enjoy a competitive (and marketing) advantage when prospective clients are shopping for an advisor!

(By the way, even if you’re already well up on the rules and planning for IRAs, here’s a quick, easy and inexpensive way to bring your associates up to speed too, so they can better assist your clients - - and you!)

We’ve brought in nationally renowned IRA expert, CPA Robert S. Keebler, to present a four-part presentation, of 90 minutes each, entitled “Just What You Need to Know About IRAs (and Planning for Them)!”.

In this plain English program designed especially for attorneys, accountants, and financial advisors, which will include valuable implementation flow charts and checklists, Bob Keebler will explain just what you need to know about IRAs:

The Basics that Every Lawyer, Accountant, and Financial Planner Needs to Know About IRAs

In this 90-minute presentation  you will learn:

  • Which qualified retirement plans can be rolled over into IRAs
  • Rollover choices and strategies
  • Key questions to ask an IRA custodian before doing the rollover
  • Investment portfolio allocation principles
  • Income taxation of IRA distributions
  • Community and marital property rights
  • Creditor rights
  • Roth conversions
  • Prohibited transaction rules
  • Unrelated business taxable income (“UBTI”)
  • Distribution requirements (both during life and after death)
  • Penalties for failure to distribute properly

Income Tax Planning for IRAs

In this 90-minute presentation on you will learn:

  • The four key factors in distribution planning
  • The effect of non-deductible contributions
  • Special rules for taxation of Roth IRAs
  • Advanced Roth IRA conversion, recharacterization and loss recognition planning
  • Planning for Net Unrealized Appreciation (“NUA”)
  • Specific traps for the unwary: disallowed investments, prohibited transactions, UBTI, excess accumulation

Estate Planning for IRAs & Qualified Plans

In this 90-minute presentation you will learn:

  • Which key federal and state laws apply to distribution and testamentary disposition of IRAs (and Qualified Plans)
  • Community or marital property issues
  • Special rules when the IRA owner (or plan participant) dies after a divorce
  • How portability planning applies to IRAs (and Qualified Plans) inherited by the spouse
  • Calculating and timing required minimum distributions (“RMDs”)
  • How the RMD “stretchout” rules work for IRAs inherited by someone other than a spouse (including the impact of the Pension Protection Act on Qualified Plans)
  • Common mistakes to avoid with “Inherited IRAs”
  • Income in Respect of Decedent (“IRD”) Planning
  • Planning for the gift of part or all of an IRA to charity
  • The Combo IRA-ILIT (irrevocable life insurance trust) Strategy

Advanced Estate Planning for IRAs and IRAs Payable to Trusts

In this 90-minute presentation you will learn:

  • Alternate Valuation of IRAs for estate tax purposes
  • Disclaimer planning
  • Accomplishing a spousal rollover when the IRA passes directly to an estate or living trust
  • Special issues when “QTIP”ing an IRA
  • Qualifying a trust as a “designated beneficiary” to maximize RMD stretchout
  • How to designate the IRA beneficiary properly, to avoid the “no separate share” rule that can limit the stretchout
  • The differences between “conduit” and “accumulation” trusts when calculating RMDs and providing creditor protection
  • Post-mortem “fixes” of problematic trust provisions and beneficiary designation forms
  • Common mistakes to avoid when paying IRAs to trusts
  • Advanced charitable planning with IRAs

There simply isn’t another IRA program this comprehensive, while also simple and easy to attend, understand and immediately apply in your practice!

Join us on this special four-part series, entitled “Just What You Need to Know About IRAs (and Planning for Them)!”

  • Program Title: Just What You Need to Know About IRAs (and Planning for Them)!
  • 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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