The Mathematics of Estate Planning
Topic: The Mathematics of Estate Planning
About the Talk: The 2013 tax year has turned out to be a very interesting year from a tax planning standpoint. Given the uncertainty we experienced related to the tax law in 2012 (especially with regard to the estate tax, gift tax and GST tax), the 2013 tax year looks to be the best year ever to do estate planning.
Program Topics:
Tax exclusive nature of gift taxes
Leveraging of the GST exemption
Grantor Retained Annuity Trusts (GRATs)
Installment sales to Intentionally Defective Grantor Trusts (IDGTs)
Self-Canceling Installment Notes (SCINs)
Private annuities
"Tax Burn" SCINSM technique
Learning Objective:
Understand the importance of running the numbers in developing and communicating planning techniques for clients
Discover ways to minimize income, estate and gift taxes
Recognize methods to maximize benefits to children and family
Mr. Robert S. Keebler, CPA, 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. Robert S. Keebler, CPA, 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.
Speaker bio:
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 150 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. The latest book Robert has co-authored: 2012 Estate Planning - Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.
