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2018 Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases



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2018 Q2 Update on New Tax Laws, Private Letter Rulings, and Court Cases 

In this one-hour session Bob Keebler will review federal income and transfer tax developments from the prior quarter relevant to estate planning and personal financial planning. This includes new IRS publications, Private Letter Rulings, court rulings, new regulations, and new and proposed statutory changes. Bob' webinar is a must see for CPAs, attorneys, trust officers, financial representatives and valuation experts who need to stay up to speed on current events.

Specifically, Bob will cover many interesting recent rulings and other developments including:

-A corrective QTIP ruling

-Corrective GST allocation rulings

-A trust reformation ruling

-A 65-Day election ruling

-A 642(c) corrective ruling

-Critical required disclosures to avoid understatement penalties

-An ERISA preemption Appeals Court case

-An IRA in divorce Tax Court case

-A new IRA rollover PLR

-A new IRA trust PLR

-An IRA Bankruptcy Court ruling



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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. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. 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. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of """"first impression."""" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - """"Family Tax Planning Forum,"""" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com


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