FLPs Out! Act Now On Valuation Discounts

FLPs Out! Act Now On Valuation Discounts
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id:538174371
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Individuals with a taxable estate must act by the end of 2016 to avert the possibility of a nasty hike in what will be owed to the IRS at their death. If you don’t plan for the possibility of a proposed change to regulations enforcing Section 2704 of the IRS Code, your clients could be forced to pay a very high price.

If this planning opportunity only affects one of your clients, that one client will be grateful for life for the estate tax savings to be gained. In addition, inviting conversations with individuals affected, you open a dialogue with UHNWIs by providing authoritative information on a topic of keen interest to an audience rarely addressed.

Proposed regulations are expected to permanently end the use of a popular estate planning technique for lowering the value of assets for transfer tax purposes. Those with a taxable estate have only until 2017 to lock in certain discounts. While it was widely expected the IRS would limit discounts on valuations of FLPs investing in marketable securities and other thinly-veiled tax schemes, the IRS surprised accountants and lawyers with more far-reaching regulations curtailing valuation discounts on certain active businesses.

At this session, Robert Keebler, CPA/PFS, an educator of legal and accounting professionals for over three decades, teaches financial advisors how to take action to protect clients from missing out on the end of life of valuation discounts extended to transfers of businesses and certain other assets. He shares his encyclopedic knowledge on estate planning so that financial advisors can play their role in acting on behalf of their clients at a session covering:

An overview of 2704 Proposed Regulations
  
2704(a) - lapsing voting or liquidation rights
  
2704(b) - restrictions on liquidation

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob 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. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the l
eadership of the accounting profession.

Bob now shares his tax and financial planning slides with transcriptions of his A4A webinars, giving you a scripted one-hour class you can teach in your own webinars, seminars, and client meetings.

This webinar is eligible for IRS EA CE and IMCA® CE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.


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Excellent overview for those who are not Attorneys -
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skrasna Reviewed by skrasna
September 29, 2016
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Jesuit Reviewed by Jesuit
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Trudy Turner Reviewed by Trudy Turner
September 29, 2016
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i am still a bit confused. The benefit was not clear.
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tbbrown Reviewed by tbbrown
September 29, 2016

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staylor Reviewed by staylor
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