Everything An Investment Fiduciary Needs To Know About Trusts And Estates

Everything An Investment Fiduciary Needs To Know About Trusts And Estates
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
06/05/17  4:00 PM EST - 5:00 PM EST
CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id:653849387

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This class teaches Investment Adviser Representatives all they need to know about trusts and estates to advise on inter-generational transfers. This session covers fundamental legal principles, including:

Legal definitions
Principles of estate and trust planning
Property ownership
Differences in state and federal jurisdiction

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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 leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.


This webinar i
s
eligible for IRS EA CE, IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE 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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