Webinars

Event

Category:: Financial Advisor Webinar Series
Title:: Income & Estate Tax Strategies For The Year
Presenter:: Robert S. Keebler
Company:: Keebler & Associates, LLP
When:: 02/03/12 4:00 PM EST
Replay:: You must be registered and logged into view this replay
CE Credit:: CFP^®
Program Id:593868281
Event rating:

Description

While there is some uncertainty about tax law revision, key tax planning opportunities provide significant opportunity for 2012.

At this webinar, we will cover the tax landscape and focus in on the key opportunities:

• Roth IRA conversions
• Net Unrealized Appreciation (NUA)
• Lifetime gifting
• Grantor Retained Annuity Trusts (GRATs)
• Dynasty trusts
• Intentionally Defective Grantor Trusts (IDGTs)
• Income shifting to junior generations
• Loss harvesting
• Installment sales

Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.

Register here.

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Average user rating from: 114 user(s)

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Rating:

4.5

2 of 2 people found the following review helpful

Bob Keebler is head and shoulders above anyone else in his field. A great presenter. I have 30+ years experience in law, taxation and estate planning and he does a masterful job of presenting the information in an entertaining and informative light. Although some of the material Bob presents may be above and beyond what some listeners may need or even understand, for those of us having a multidisciplinary approach to providing investment advice to our clients, his presentations are invaluable. Thank you Bob

Rating:

5.0

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