Content Provider
Keebler logo
Blankbox
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Cpece webinars
The Best of Bob Keebler: Top 40 Planning Ideas for 2020

THE BEST OF BOB KEEBLER: TOP 40 PLANNING IDEAS FOR 2020

Cost $25.00
Presentation Length 2.0 hours

Recorded DateOctober 26, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

Best of The best! The very best tax planning ideas in 2020! Every year you must refresh your planning toolkit to accommodate the multitude of changes and take advantage of many opportunities. Fasten your seat belts and get ready for a fast ride through the very best ideas from Bob’s annually updated and expanded book: The Top 40 Tax Planning Opportunities for 2020.

This presentation is ideal for anyone advising wealthy clients and will include discussions on such topics as; Roth conversions & IRA relocation; two-year installment sales; trusts as s-corporation shareholders (ESBT vs. QSST); and substantial sale charitable remainder trusts (CRTs).

Additional Topics Discussed:


  • Income Shifting CRTs

  • Family Limited Partnerships (FLPs)

  • Incomplete Gift Trusts (INGs)

  • Inter Vivos Charitable Lead Annuity Trusts (CLATs)

  • Intra-Family Loans

  • Multiple Trusts to Enhance Section 199A

  • Qualified Small Business Stock

  • Portability

  • Trusts as IRA Beneficiaries

  • Grantor Retained Annuity Trusts (GRATs)

  • Dynasty Trusts

  • Intentionally Defective Grantor Trust (IDGT) Sales

  • Self-canceling Installment Notes (SCINs)

  • Domestic Asset Protection Trusts (DAPTs)

  • Spousal Limited Access Trusts (SLATs)

Learning Objectives: 


  • Determine how to best advise wealthy clients

  • Recall the best tax planning ideas for 2020

  • Identify the differences between Roth conversions and IRA relocation

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Keebler logo

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him one of the top 100 most influential practitioners in the United States and one of the top 40 tax advisors to know during a recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. 

 

Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” 

 

He is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute.

 

 User-added image  User-added image

About Our Presenter

Keebler logo
At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.