How Do We Plan After the Valuation Discount Rules are Officially Changed?
(And why you need to know now!)
On August 2, 2016, the Treasury released Proposed Regulations affecting valuation discounts. One week later, the Ultimate Estate Planner and Bob Keebler and Steve Oshins gave a 90-minute presentation - - that broke our attendance record - - detailing the Proposed Regulations and describing some of the techniques that can be used to plan around the these new rules should they become Final Regulations as currently written.
And, now, after studying the new Regs further and receiving numerous requests to expand on their previous discussion, Bob and Steve have agreed to hold a follow-up teleconference.
Whether you’re an attorney, an accountant, a financial planner, a life insurance advisor or a trust officer, this updated presentation will give you the knowledge necessary to know EXACTLY what to do when the Final Regulations are issued.
Join us along with attorney Steve Oshins, AEP (Distinguished) and Bob Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA for a plain-English, straightforward presentation titled, “Viable Estate Tax Reduction Techniques after the New 2704 Regulations Become Final (An Update)”.
On this 90-minute presentation, you will learn…
- How IRC Section 2704 works
- What the Treasury would no longer allow under the Regs
- Which different estate planning techniques will still be allowed and will enable you to prosper immediately after the Final Regulations are announced
- Why it is so important to learn this now rather than waiting until the Final Regulations are issued
- What to do prior to the Final Regulations being issued
ABOUT THE SPEAKER
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…
Esq., AEP (Distinguished)
Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He has been named one of the 24 “Elite Estate Planning Attorneys” and the “Top Estate Planning Attorney of 2018” by The Wealth Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® which also named him Las Vegas Trusts and Estates/Tax Law Lawyer of the Year in 2012, 2015, 2016, 2018, 2020 and 2022. Steve has…
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.