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ESTATE AND WEALTH TRANSFER PLANNING FOR IRAs AFTER THE SECURE ACT – THE BEST IDEAS SO FAR



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This is a class for CPAs, Lawyers and Financial Professionals that are Being asked to Help Clients with IRA Strategies.
The paradigm shift from life expectancy distributions to a 10-year distribution is at its core a mathematical problem.    Therefore, quantitative strategies can mitigate the impact of lost deferral. These strategies include Roth conversions, life insurance, and utilizing charitable remainder trusts.   Moreover, tried and true strategies to mitigate built-in income tax consequences of "inherited" IRAs gain importance with a 10-year rule. For example, state tax-exempt IRA trusts along with tactical planning at both the beneficiary designation form level and the trust level.
In any case, there is a critical need for  CPA, lawyers and planners to understand the leading ideas.
This is not a class designed to help wealthy clients, but rather will provide advice for the mass-affluent.
Specially, we will review the following LEADING STRATEGIES:   
o    The Pillars of Income Tax Deferral, Bracket Management, Conversion of Ordinary Income to Long-Term Capital Gain and to Tax-free Insurance Death Benefits
o    The Latest CRT Ideas Including NIMCRUTs
o    The Best Roth Conversions Ideas
o    Powerhouse Life Insurance Strategies
o    Explaining these Concepts to your Clients with Flowcharts and Quantitative Illustrations   
o    The Mathematics of Four Types of Trusts and Beneficiary Distributions from Trusts
§  Conduit Trust
§  Non-Designated Beneficiary Trusts
§  Designated Beneficiary Trusts
§  Eligible Designated Beneficiary Trusts

    • The Idea Behind the IRC Section 678 Grantor Trust Strategy

o    Developing a Thorough Understanding of the Deferral and Tax Rate Arbitrage Associated with a Charitable Remainder Trust
o    The Power of the NIMCRUT
o    Developing an Understanding of the Section 664 CRT Tier rules and Converting Ordinary IRA to Long-Term Capital Gain
o    Understand the Income and Estate Tax-Free Benefits of IRA relocation (i.e., utilizing IRA distributions to Purchase Life Insurance)
o    Learn Advanced Insurance Strategies Including Policy Designs to Maximize ROI
o    Understanding the Efficacy of Roth IRA Conversions and the True Drivers of Who Should and Should Not Convert
o    Integrating Roth Conversion Planning with Eligible IRA Disability Trusts and IRA Trust Planning
o    Developing a Quantitative Understanding of the Benefits of Using the State Tax-Exempt IRA Trust to Reduce State Income Taxes
o    Developing an Understanding of the Tax Rate Arbitrage of Spreading Income Across Trust Beneficiaries and Across Family Members
o    And more Cutting Edge Ideas



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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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