Webinar Registration

Creative Tax and Estate Planning Strategies with Bob Keebler

Boost Your Client's Tax Planning, Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, December, 21

01:00pm ET

90 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Bob Keebler, CPA/PFS, MST, AEP, CGMA

Tax Planning Educator Keebler and Associates

What You'll Learn

Join Bob Keebler, one of America's Top CPAs, to learn several estate planning strategies that can benefit your mass affluent and HNW clients. Attendees will learn:

Roth Conversions & IRA Relocation and with the new SECURE postmortem RBD rule…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

Join Bob Keebler, one of America's Top CPAs, to learn several estate planning strategies that can benefit your mass affluent and HNW clients. Attendees will learn:

Roth Conversions & IRA Relocation and with the new SECURE postmortem RBD rule
Two-Year Installment Sale Strategy and Electing Out
Trusts as S-Corporation Shareholders: ESBT vs. QSST
Substantial Sale Charitable Remainder Trusts (CRTs)
Income Shifting CRTs
Family Limited Partnerships (FLPs) to Shift Income
Incomplete Gift Trusts (INGs) to Reduce State Income Taxes
Inter Vivos Charitable Lead Annuity Trusts (CLATs) for Income Tax and Estate Tax Savings
Intra-Family Loans
Multiple Trusts to Enhance Section 199A
Qualified Small Business Stock - IRC Section 1202 and Expanding the Exemption with Trusts
Portability Versus Funding the Bypass Trust Including GST Issues
Trusts as IRA Beneficiaries After SECURE

*CE/CPE Eligible: 1bCE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credit.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.