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Best Ideas in 2017 - What the Planner Needs to Know



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Recording and Slides are Available Here


There's no better time than the present for advisors to review some of the best planning ideas in 2017. To do that, be sure to join Bob Keebler on July 25th @ 3:00pm in his 60 minute LISI webinar titled "Best Ideas in 2017 - What the Planner Needs to Know."

Topics will include planning for the federal income tax, state income tax, asset protection, and the estate tax. The intent of the program is to provide planners with a number of ideas which may be particularly effective in the current environment. During his webinar, Bob will cover the following topics:

·        Federal income tax planning

o   Roth conversions by asset class

o   The proposed "five year IRA rule"

o   CRTs for deferral & rate arbitrage

o   Installment sales for deferral & rate arbitrage

o   Qualified small business stock - A zero percent rate

o   Puerto Rico - The ultimate tax haven?

·        State income tax planning

o   Incomplete non-grantor trusts to save state and federal taxes

o   Trust situs

·        Asset protection planning

o   Domestic asset protection trusts

o   ERISA plans & IRAs

o   Third party trusts

o   LLCs in "charging order states"

o   Compartmentalizing risk

·        Estate tax planning

o   Key dates for potential repeal

o   Dynasty trusts and IDGTs

o   Spousal limited access trusts

o   9-year GRAT for 10-year repeal

o   Life insurance strategies

 

 


Note:There will be no CE for Bob's webinar.

 

 



There will be no CE for this webinar


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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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