2021 Wealth Transfer Planning Strategies For IRAs; Robert Keebler, Tax CE

Robert Keebler
06/17/21 4 PM EST
Live CPA IRS EA
Program Id: 884444251
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2021 Wealth Transfer Planning for IRA Accounts

Total assets held in Individual Retirement Account grew more than 900% since 1995, according to Investment Company Institute, and IRAs are often the most significant single line item on the balance sheet of the majority of advisor clients. However, IRA estate planning is often neglected, even though many retirees never completely draw-down their accounts before death.

Wealth transfer planning for IRAs requires a mastery of property law, income tax, estate tax and finance and requires a multi-disciplinary approach but understanding the key concepts and strategies enables financial advisors to add enormous value to client relationships.


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.

 

This webinar is pending eligibility for one hour of CE credit towards the CIMA® and CPWA® certifications, CFP® CE, and PACE credit toward the CLU® and ChFC® designations, and it is eligible IRS EA CE 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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Another awesome session for Bob. He is such a treasure. I also listen to his seminars on CPA Academy but they are nothing like A4A

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great

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Always great to hear Bob and take his thoughts to our clients.

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