An Estate and Income Tax Planning Perspective on the Tax Cuts and Jobs Act, a Special 2-for-1 Offer
Watch Now! |
|---|
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
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.
After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com
If you have any questions, please contact webinaradmin@leimbergservices.com
NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card"
after clicking the Buy Now button below.
If you are a LISI member, please login below to receive the member price of $129 for this webinar.
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
|
|
Paul Hood Ed Morrow
October 28, 2020 1:00PM ET - 2:30PM ET ET
A Planner's Cheat Sheet for Evaluating Estate Planning Tools & Techniques: Part 1 - A Special Re-Broadcast
More Info
|
|
Alan Gassman and Brandon Ketron
October 28, 2020 3:00PM ET - 4:30PM ET ET
DYNAMIC AND CREATIVE STRATEGIES FOR 2020 YEAR END PLANNING
More Info
Bob Keebler
October 29, 2020 1:00 PM ET - 2:30 PM ET
MANAGING CAPITAL GAINS IN 2020 AND BEYOND - A Special Re-Broadcast
More Info
|
|
|
Bob Keebler Jonathan Blattmachr
October 29, 2020 3:00PM ET - 4:30PM ET ET
Income Taxation of IDGT Sales and Promissory Notes During Life and After Death - A Special Re-Broadcast
More Info
|
|
Steve Gorin Steve Trytten
October 29, 2020 3:00PM ET - 4:30PM ET
Drafting under the SECURE Act – Expanded and Updated with Scenarios & Sample Language - A Special Re-Broadcast
More Info
Bob Keebler
October 30, 2020 3PM 4:30 pm ET
NEW PPP LOANS: Phase 4 Coronavirus Package – A First Look
More Info
|
|
Ed Slott, CPA/AEP and Bob Keebler CPA/PFS, MST, AEP
October 30, 2020 1:00PM ET - 2:30PM ET
Year-End Income Tax and Estate Tax Planning for the Mass Affluent
More Info
Steve Gorin
October 30, 2020 11:00 AM ET - 12:30PM ET
Basis Step-Up Strategies in Light of Portability and Tax Law Changes Registration Includes INSTANT DELIVERY of “Structuring Ownership of Privately-Owned Businesses: Tax and Estate Planning Implications,” a 2500+ page PDF
More Info
|
|
Eric Naison-Phillips Scott Bowman
November 5, 2020 3:00PM ET - 4:30PM ET ET
Investor Control & the Private Placement Life Insurance Market: Truths, Half-Truths and Falsehoods
More Info
Eli Akhavan
November 5, 2020 1:00PM ET - 2:30PM ET ET
Expatriation: The Exit Tax and Planning Opportunities, What the Sophisticated Advisor Must Know
More Info
|
|
|
Paul Hood Ed Morrow
November 12, 2020 1:00PM ET - 2:30PM ET ET
The Intersection of Portability and Blended Families: No Man’s Land?
More Info
Michael Geeraerts
November 13, 2020 3:00PM ET - 4:30PM ET ET
The Special Purpose Insurance LLC - What the Sophisticated Advisor Needs To Know!
More Info
Rick Jaye
November 19, 2020 3:00PM ET - 4:30PM ET ET
ESOPs: What the Sophisticated Advisor Needs To Know
More Info
Mark Merric
November 20, 2020 3:00PM ET - 4:30PM ET ET
Part 1: Mark Merric’s Asset Protection Trilogy
More Info
Mark Merric
December 18, 2020 3:00PM ET - 4:30PM ET ET
Part 2: Mark Merric’s Asset Protection Trilogy
More Info