Best Ideas in 2017 – What the Planner Needs to Know
Click HERE to register and get a ticket
About the talk: Topics include planning for the federal tax income, state income tax, asset protection, and the estate tax. The intent of the program is to provide planners with a number of ideas which may be particularly effective in the current environment.
CE
CPE Learning Objectives
Upon completion of this course, you should be able to:
- effectively guide clients to some of the best tax planning ideas in the current enviroment.
Delivery Method: Group-live setting
Earn 1 CPE Credits for this session. Number of credit hours earned based on 50 minutes of talk. Change if more than one hour.
Field of Study: Specialized Knowledge and Applications
Program Level Overview
Prerequisites – There are no prerequisites or advanced preparation for this session – Change if there are any prerequisites.
Who should attend? Everyone at all levels
CFP
Program Summary: Topics include planning for the federal tax income, state income tax, asset protection, and the estate tax. The intent of the program is to provide planners with a number of ideas which may be particularly effective in the current environment.
Learning Objective(s): Upon completion of this course, you should be able to effectively guide clients to some of the best tax planning ideas in the current enviroment.
Level of Complexity Overview
Bio:
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as 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 in estate, gift and income tax examinations and appeals, and he has received more than 250 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 and is currently the chair of the 2017 AICPA ENGAGE Conference.
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
Robert.Keebler@KeeblerandAssociates.com
