Minimizing Estate Taxes Of UHNWIs

Minimizing Estate Taxes Of UHNWIs
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: 580947691

 

Minimizing estate taxes can save clients tens of thousands of dollars. Amid the patchwork of state and federal rules, low-rates and inflation, and a huge bull market, this session refreshes you on specialized terms, techniques, and timely tips, including:

Portability of exclusions
Annual exclusion gifts
Lifetime exemption gifts
Taxable gifts
Intra-family loans
Dynasty Trusts
Grantor Retained Annuity Trusts
Sales to Intentionally Defective Grantor Trusts

To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

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 is eligible for IRS EA CE, IMCA® 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 Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 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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(Updated: July 18, 2017)
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4.0

very useful, please do more like this

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(Updated: July 18, 2017)
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5.0

This was helpful, especially the practical examples.

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(Updated: July 18, 2017)
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5.0

Excellent, I always enjoy Mr. Keebler who is very knowledgeable and provides relevant topics for advisors in the high net worth space.

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(Updated: July 18, 2017)
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5.0

A tremendous amount of helpful information.

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