Charitable Remainder Trusts Under The SECURE Act

Charitable Remainder Trusts Under The SECURE Act
Robert Keebler01/29/20 4 PM ESTCFP Live CPA IWI IRS EAProgram Id: 226424299

With the passage of the SECURE Act, Charitable Remainder Trusts (CRTs) deserve a second look.

The most significant provision in the SECURE Act for most individuals is the requirement that IRAs be fully distributed within 10 years of death instead of "stretching" the distributions over decades. Naming a CRT as the beneficiary of an IRA can result in a "win-win" scenario for the taxpayer and the charitable organization.

At this session, Robert Keebler, CPA/PFS covers:

• An overview of tax law regarding charitable donations
• The mechanics of CRTs
• The types of CRTs
• The taxation of CRT distributions



Robert Keebler, CPA/PFS, the quintessential financial planning practitioner, earned an average rating of more than 4.8 stars (out of five) from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, presents slides for 50 minutes and then answer questions.


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 one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE and PACE credit toward the CLU® and ChFC® designations and it is eligible for 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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