Keebler Tax & Wealth Education

ContactKeebler Tax & Wealth Education, Inc., provides the legal, accounting, and private wealth advice professionals with explanation and analysis of income and estate tax rules as well as strategies for fiduciaries managing IRAs, qualified retirement plans, investment portfolios, and trust accounts.
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Keebler Tax & Wealth Education

Keebler Tax & Wealth Education
Learn it Live with Robert Keebler - October 17th & 18th 2012 edit
Wednesday, September 05, 2012 10:26

 

 

A Private Two Day Seminar for Lawyers, CPAs, and Financial Advisors
     “What the Lawyer, CPA, and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions, Including How to Plan with a $5,000,000 Exemption”

 

 


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Statute Of Limitations Suspended In Tax Court Petition Challenging Validity Of Notice Of Deficiency edit
Tuesday, July 17, 2012 16:36

In Shockley v. Commissioner, 110 AFTR 2d 2012-XXXX (July 11, 2012), the Court of Appeals for the 11th Circuit held that a Tax Court petition that challenged a notice of deficiency as invalid “was a proceeding in respect of the deficiency” so as to suspend the limitations period.

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IRS Allows Taxpayer to Retroactively Make a 163(d)(4)(B)(ii) Election After a Mistake by an Advisors edit
Friday, May 18, 2012 11:53

In PLR 201219005, the Internal Revenue Service (the Service) granted an extension to allow taxpayers who treat investment income as capital gains to correct a mistake made by their tax preparer.

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IRA & Qualified Plan Distributions And Estate Planning With The $5,000,000 Exemption; Save $300 On May 14-15 Seminar For Professionals edit
Monday, March 12, 2012 16:21

Super-CPA Bob Keebler will teach 14 hours of this 16-hour classes for lawyers, accountants, and private wealth advisors, which is being held in Green Bay, Wisconsin on May 14 and 15. Register by April 2, 2012 and save $300 on the regular $995 cost of this private seminar.

 

 

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