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Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know - A Special Re-Broadcast



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Your clients either have or will have settled trusts and eventually will have an estate which will be subject to federal income taxation and compliance often involves unique concepts you must understand. In this exclusive LISI webinar, Bob Keebler will get you quickly up to speed on all of the vital fiduciary income tax issues you will need to master whenever you have clients with 1041 issues: Specific topics Bob will cover include the following:  
·       The types of trusts for income tax purposes: simple, complex, grantor, charitable
·       Taxable income vs. fiduciary accounting income
·       Distributable net income (DNI)
·       IRC 663(b) “65-Day” Rule
·       The “Tier” Rules
·       The Separate Share Rule
·       Passive activity rules for trusts
·       3.8% Net Investment Income Tax
·       IRC §691(c) Deduction
·       Deductions on termination
·       QSST and EBST elections
·       Grantor trust reporting
·       DAPT reporting



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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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