Monthly Estate Planning & Tax Update
July 2015 Program
You know there will be lots of different tax changes and planning strategies that result. And somehow, you will need to navigate through all of these changes to figure out how best to advise and make recommendations to your clients.
Are you prepared to spend thousands of dollars on journals and update services – – and then carve out countless hours to pour through hundreds of pages of material? Or would you prefer a simpler, easier and cheaper way to stay on top of new laws and planning strategies, as they occur, rather than months later?
Now you can.
Join one of the nation’s leading tax experts - - nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA - - for a 60-minute, timely presentation, where he will:
- Review for you the key income and estate tax journals, list serves, newsletters, government announcements and IRS and court decisions - - distilling them all down to just what you “need to know!”
- Provide you with insightful commentary on these new tax developments - - and how they will affect you and your clients
- Explain in plain English the newest, cutting-edge tax planning strategies.
- And ON TOP OF ALL THIS, make himself available to you at the end of each monthly call to answer your toughest tax questions - - all for one low price!
Over the last month, there have been some important rulings and pronouncements which will have a material impact on a tax planner’s practice in 2015.
During this telephone conference, the following topics, among others, will be discussed:
- The settlement in the Davidson case involving self-cancelling instatement notes.
- The Supreme Court ruling on same sex marriages.
- The recent IRS Notice regarding the use of lump sum payments to replace annuity payments being paid by a qualified defined benefit pension plan.
- A case involving an IRA investment in a DISC and the application of the substance over form doctrine.
- A case involving the denial of a theft loss deduction.
- The changes to the early distribution provisions under 72(t) made by the Defending Public Safety Employees Retirement Act.