The Best Financial & Tax Planning Ideas
for 2019 (After Tax Reform)

When a massive new tax like the Tax Cuts & Job Act passes, you must update your planning strategies to accommodate the plethora of changes - - and take advantage of the myriad of opportunities.  Buckle your seat belt and get ready for a fast ride through some of the top post-tax reform income tax, retirement, asset protection and estate planning ideas!

Join us and nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a very special encore presentation entitled, “The Best Financial & Tax Planning Ideas for 2019 (After Tax Reform)”.

During this 90-minute fast-paced, information-packed program, Bob will cover the latest and most innovative planning strategies that have arisen since December 2017.  This class is ideal for anyone advising wealthy clients and will include:

  • An overview of the changes for individual taxpayers, C-Corps, S-Corps and LLCs and the changes to the estate and gift taxes
  • Detailed strategies for charitable giving and donor advised funds
  • How to use CRTs to increase the 199A deductions
  • A quick review of the new itemized deduction and strategies to avoid the SALT limitation
  • The best and brightest gift and estate tax ideas, including addressing “sunset” and “clawback”
  • GST planning with the larger exemption
  • Understanding the new loss limitation rules and the use of NOLs
  • Income tax planning for trusts and estates
  • Understanding the business interest limitation
  • State income tax planning strategies
  • Expanded 1202 planning with the larger estate tax exemption
  • An overview of entity selection for closely held businesses including using C-Corps and S-Corps together
  • Using installment sales to reduce and defer income taxes
  • Expanded opportunities for defined benefit pension planning and captive insurance company planning to increase the 199A deduction
  • A summary of the Top 10 Strategies for 2019
  • And much, much more!

Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript to your purchase during the checkout process for an additional fee.

  • Program Title: The Best Financial & Tax Planning Ideas for 2019 (After Tax Reform)
  • 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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