Bob Keebler's Advanced Tax Planning For IRA And Qualified Retirement Plan Accounts

An Eight-Hour Annual Course
Robert Keebler, Instructor

Perhaps the single-most important and technical practice area in a financial advice practice, this eight-class course is devoted entirely to income, gift, and estate tax planning for IRAs and federally qualified retirement plan (QRP) accounts.

 

IRAs, and other federally qualified retirement plans (QRPs) are central to personal financial planning, impacting estate and income tax as well as retirement planning. Because of the perpetually changing and highly-technical nature of IRA-QRP planning, and the broad applicability of this crucial knowledge area, this course is updated annually to refresh and update professionals on the latest updates on legislation,  Tax Court rulings and memos, private letter rulings, and IRS rule changes as well as legislative developments.

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Robert Keebler, a leading educator of legal, tax, and financial planning professionals for three decades, comprehensively covers the most important concepts in planning for IRA and QRP accounts, including:

 

 

  • SECURE Act regulations​
  • Rollover limitations and issues​
  • Prohibited transactions and UBTI​
  • Net Unrealized Appreciation planning​
  • Life-insurance-funded liquidity ​ to preserve IRAs after death​
  • “Ghost” life expectancy and life-expectancy-based distributions​
  • The 401(a)(9) regs on required distributions after death​
  • Post-RBD 10-year rule​
  • Property classification, community property, REA, and beneficiary designations​
  • Contribution limits and penalties​
  • Divorce, inter vivos transfers and testamentary dispositions​
  • 5-year rule, pre-RBD 10-year rule​
  • Asset protection for “inherited” IRAs​
  • IRAs after death​
  • Inefficiency of IRC §691(c) deduction​
  • Concentrated stock position planning​
  • Charitable planning with IRAs, ​ including CRTs​
  • How to QTIP an IRA, including critical fiduciary accounting issues​
  • Beneficiary designation, ERISA, and spousal consent​
  • Roth 10-year rule​
  • 22 simple, practical examples of post-mortem distribution requirements​
  • Minimizing taxes on IRA distributions​
  • SEPPs and other exceptions to distribution rules​
  • Disclaiming an inherited IRA Roth ​

How to use this course

What you’ll learn

Practical lessons for running your practice

What’s an eligible designated beneficiary?​
 

Who should attend:    

 Custodian Call Center Advisors
Institutional Investment Plan Trustees
Institutional Investment Consultants
Investment Advisors
Financial Planners
Wealth Managers

 

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), is a partner at Keebler & Associates of Green Bay, Wis. For over three decades, Bob has been a pre-eminent educator of CPAs on personal financial planning and taxation. He's taught monthly on A4A since 2011. Actionable tax advice is taught in a clear, concise, high-energy style makes Bob Keebler unique among tax and financial planning professional educators. Robert Keebler, CPA/PFS, MST, AEP (Distinguished)
Robert Keebler, CPA/PFS, 
MST, AEP (Distinguished)

 

A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP
Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp
Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!
NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific