Are You Advising Clients of
The Best Income Tax Reduction and
Asset Protection Technique Available?
If you’re a CPA, tax attorney, insurance agent, financial advisor or other estate planning professional, you may already know that the pension plan is the single greatest income tax and asset protection device - - but you may not be recommending it because you’re stuck in the past (or just don’t fully understand how it works).
In the 90’s, “top hat” restrictions and anti-discrimination rules made pension plans much less desirable than they had been before. So lots of clients dropped them. But all that has changed in recent years.
You need to revisit and rethink the whole pension plan arena.
For example, do you know:
- The 3 major types of pension plans (and the differences and benefits of each)?
- Why 412(e)(3) pension plans are more tax efficient than 401(k) plans?
- Why pension plans are more attractive to high earners after ATRA’s “PEP” and “PEASE” rules?
- How to take advantage of the increased pension contribution limits under 404(o)?
- How you may deduct up to $300,000 annually with a one-employee pension plan?
- How you can permanently eliminate state income taxes with a pension?
- Why lawsuit judgments attacking pension plans are rare, but lawsuits targeting 401(k)s are coming?
- Why joint, cross-tested pension plans are the hottest new technique in tax and asset protection planning?
If you don’t already know the answers to all these questions, you should join us, along with President of National Pension Partners, Nick Paleveda, J.D., LL.M., MBA and nationally renowned tax professional, Robert Keebler, CPA, MST, AEP, for an extremely valuable 90-minute program entitled, “The Newest, Cutting-Edge Pension Plan Techniques”.
- Program Title: The Newest, Cutting-Edge Pension Plan Techniques
- Speaker: Robert S. Keebler
- Duration: 90 minutes
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished), CGMA
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.