Keebler 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. read more ...
IRS Allows Taxpayer to Retroactively Make a 163(d)(4)(B)(ii) Election After a Mistake by an Advisors
Friday, May 18, 2012 16:53
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.
IRA Grants Relief to Taxpayers Who Forgot to Re-characterize Converted IRAs
Friday, May 18, 2012 16:40
EXECUTIVE SUMMARY
In PLR 201218037, the Internal Revenue Service (the Service) addressed whether it would allow taxpayers who converted their SEP and Traditional IRAs to Roth IRAs additional time to re-characterize after their CPA discovered their modified gross income exceeded the limit for conversions, reported the IRAs as re-characterized, but failed to notify the IRA custodian to re-characterize the accounts. The IRS granted the taxpayers 60 days to re-characterize.
IRA & Qualified Plan Distributions And Estate Planning With The $5,000,000 Exemption; Save $300 On May 14-15 Seminar For Professionals
Monday, March 12, 2012 21:21
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 $300on the regular $995 cost of this private seminar.
Keebler 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.
