Avatar

Understanding and Completing Form 706



Watch Now!
Recording and Slides are Available Here


Since the early 2000s, the estate tax burden on taxpayers has gradually decreased along with the number of practitioners specializing in the field. Nevertheless, some of your most wealthy clients will owe estate tax and this issue will eventually be thrust upon you. Finding an affordable, competent specialist who you trust to work with you and your client may be difficult. Learning the basics of the tax and how to complete the Form 706 will give you confidence to help your clients navigate that difficult time. In his exclusive LISI Webinar, Bob Keebler will review:
  • Changes to the IRS Form 706;
  • How to successfully navigate the form
  • The ins and outs of the “Portability” rules;
  • How the portability rules actually work using common examples
  • Income tax consequences;
  • How to avoid malpractice traps;
  • Overlooked GST issues.


There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.

If you are not a LISI member please use the Buy Now Button below to pay the non-member price of $149.

Registrant Email

After you pay you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

NOTE: To pay using a credit card, use the botton labeled
"Pay with Debit or Credit Card" after clicking the Buy Now button below.

If you are a LISI member, please login below to receive the member price of $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

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


Avatar Avatar

Lee Slavutin and Marty Shenkman

February 21, 2019 3:00 PM EDT - 4:30 PM EDT ET

Life Insurance Planning After TCJA

More Info
Avatar Avatar

Alan Gassman, Brandon Ketron

February 22, 2019 1:00 PM EDT 2:30 PM ET ET

199A Planning After the New and Now Modified February 4th Final Regulations: What We Can and Should Do Now That the Dust Has Settled

More Info
Avatar

Steve Oshins

February 22, 2019 3:00 PM EDT - 4:30 PM EDT ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique

More Info
Avatar

Bob Keebler

February 28, 2019 3:00 PM EDT - 4:30 PM ET ET

Properly Preparing the Form 706 Estate Tax Return, Part 1 of a A Two-Part Series - Click here for the Two Part Bundle

More Info
Avatar

Bob Keebler

March 01, 2019 3:00 PM EDT - 4:30 PM ET

Properly Preparing the Form 706 Estate Tax Return, Part 2 of a A Two-Part Series - Click here for the Two Part Bundle

More Info
Avatar

Paul Hood

March 07, 2019 3:00 PM EDT 4:30 PM EDT

Snap, Crackle, Swap: The Substitution Power in Grantor Trusts

More Info
Avatar

Michael Geeraerts

March 15, 2019 3:00 PM EDT - 4:30 PM ET

199A for Insurance Producers

More Info
Avatar

Bob Keebler

March 21, 2019 3:00 PM EDT - 4:30 PM EDT

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

March 28, 2019 3:00 PM EDT - 4:30 PM EDT ET

GST Planning & Form 709: The Fundamentals of GST Tax Planning and Reporting - A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler and Keith Schiller

April 24, 2019 3:00 PM EDT - 4:30 PM ET ET

Bob Keebler & Keith Schiller: Avoiding and Unsnaring Estate and Gift Tax Audit Traps - Achieving Best Results from Estate and Gift Tax Audits

More Info
Avatar

Bob Keebler

May 3, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Advisors Need to Know about Cost Segregation

More Info