Master The Basics Of Estate Administration; Bob Keebler’s Monthly Course, May 2023

Robert Keebler
Tuesday, May 23, 2023 4PM EST
Program Id: 866004931

It's uncommon for financial advisors to know a lot about estate administration, but it is practical to master the basics.

This is a 50-minute overview for investment advisors and financial planners how to help clients with estate administration. It includes a checklist of tasks and what each task entails.
The class spells out the personal information to collect from clients, when to get an EIN, and other estate administration basics, including:
• Legal Principles and Definitions
• Working Closely with Legal Counsel
• Property Law Concepts
• Filing special IRS Forms SS-4, 56, 4810, and 5495
• Executor Checklist
• Developing an Inventory and Estate Accounting(s)
• Allocating Income between Form 1040 and Form 1041
• Filing your client’s final Form 1040
• Special Considerations for IRAs and ERISA Plans
• When to make Section 454 Elections
• When to make Section 754 Elections
• Understanding the fine points of basis
• S-Corp Issues
• Partnership and LLC considerations
• Passive Loss Carryforwards and Estates
• Fiscal Year Elections
• Tax Aspects of Pecuniary and Specific Bequests
This class is part of Advisors4Advisors monthly income-, estate-, and gift-tax course. For over a decade, the course taught practitioners about planning techniques to respond to changing financial, economic, and legislative conditions. It is taught by Robert S Keebler, a leading educator of accounting and tax professionals for over three decades. 
Course learning objectives:
  • techniques under current financial, economic, and legislative conditions
  • annual tax requirements
  • strategic tax planning advice
  • strategies for business owners, doctors, real estate investors, and corporate executives 
  • implementing the advice you provide

Who should attend:

  • Investment Advisors
  • Fnancial Planners
  • Wealth Managers
  • Institutional Investment Plan Trustees
  • Institutional Investment Consultants
  • Financial Analysts
  • Securities and Research Analysts

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 for 13 years. Actionable tax advice is taught in a clear, concise, high-energy style makes Bob Keebler unique among tax and financial planning professional educators.

This webinar is expected to be eligible for one-hour of CE credit toward the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE and PACE credit toward the CLU® and ChFC® designations, and for live CPA CPE credit.

Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPA/PFSs, CIMAs, CLUs and ChFCs.
Cost: There is no fee to attend this course if you are a member of Advisors4Advisors ($120/year).
CPE credit: 1 hour, in the Taxes field of study
Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: Group Internet-Based
Program Policies: For more information regarding administrative policies such as refund, cancellation and complaint, please email This email address is being protected from spambots. You need JavaScript enabled to view it..


Advisors4Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: Advisors4Advisors is also approved as a continuing education sponsor by IWI, which administers the CIMA® and CPWA® designations, and CFP Board of Standards, which licenses the designation for CFP® professionals. 

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 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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