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An Estate and Income Tax Planning Perspective on the Tax Cuts and Jobs Act, a Special 2-for-1 Offer



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Recording and Slides are Available Here


In his fast-paced, information packed webinar, Bob Keebler will cover the planning strategies that have arisen since the Tax Cuts and Jobs Act was enacted in December of 2017. This class is ideal for anyone advising wealthy clients who are looking for estate and charitable planning strategies, clients who are business owners looking to make the most of their 199A deduction, and/or clients who are looking for income tax planning strategies to reduce their state and federal income tax liabilities. 

Here’s a list of the topics Bob will cover: 

  • 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

  • Using CRTs to increase the 199A deduction

  • A quick review of the new itemized deduction and SALT strategies 

  • The best and brightest gift and estate ideas including addressing sunset

  • GST planning with the larger exemption

  • Income tax planning for trusts and estates

  • 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 planning to increase the 199A deduction

  • LISI's ten best 2019 strategies 
Register for this webinar and you’ll also get at no extra change the replay link to watch Bob’s previous webinar titled: “Tax Reform, The Final Edition: UPDATED for January: 2 hours: What You Really Need To Know To Help Your Clients In A Labyrinth Filled With Opportunity, Statutory Review & Short-Term/Urgent And Longer-Term Planning.”

There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149*. *plus applicable sales tax (if any)

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If you have any questions, please contact webinaradmin@leimbergservices.com

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) 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 Planners & Councils. 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 250 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 the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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