Avatar Avatar

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



Watch Now!
Recording and Slides are Available Here


In their exclusive LISI Webinar, Bob Keebler and Keith Schiller provide you with their insider’s tips on how to avoid nasty estate and gift tax audit traps. Let these nationally recognized experts get you up to speed on everything you need to know about IRS transfer tax audits in their dynamic, fast paced 90 minute webinar.

Topics Bob and Keith will cover include the following: 

1.    Basic steps to avoid estate and gift tax audits

2.    Top IRS Audit Issues-- target rich environments

3.    IRS audit capacity and assignments

4.    How to best communicate with the IRS

5.    Importance of timely completion of the audit

6.    Ruling and TAM issue resolution

7.    Dealing with difficult estate tax attorneys

8.    Should the assessment period be extended with gift tax audits?

9    Making the record for effective appeals

10.    Importance of litigation risks with appeals

11.    Filing timely protective refund claims with the IRS and states

12.    Protect burden of proof shifting



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:
 border=
"
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


Keith Schiller, Esq. is a nationally known attorney, award-winning author, and lecturer whose advice is sought by other practitioners to aid their clients with estate tax return preparation and defense. The author of more than three dozen published articles and 10 course texts for continuing professional education, Keith has co-taught estate tax return preparation and audit defense with IRS estate tax attorneys, appeals officers and managers since 1997. He received the CalCPA Education Foundation’s award for Outstanding Teaching Materials and has taught continuing education for professionals since 1987. Keith is the author of the award-winning textbook, Art of the Estate Tax Return, published by Bloomberg, BNA Books and available through Innovative Estate Planning Productions, Inc. online at www.EstatePlanningAtTheMovies.com or over the phone at (925) 820-8500. Keith is a member of the LISI Consulting Group and the Bloomberg, BNA Estates, Gifts and Trust Journal, and can be reached at keith.schiller@slg4law.com.


Avatar

Alan Gassman

November 22, 2019 3:00 PM EDT 4:30 PM ET ET

Planning With APT's After Resnin and Cleopatra, and Other Planning Opportunities and Developments--Let My Assets Go!

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 5, 2019 1:00 PM EDT - 2:30 PM ET ET

Legal Structure and Issues

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode One of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of Two

More Info
Avatar

Steve Gorin

December 5, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities

More Info
Avatar

Paul Hood

December 5, 2019 1:00 PM EDT 2:30 PM ET

Modern Basis Planning: Dude, Where’s My Basis?

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 06, 2019 1:00 PM EDT - 2:30 PM ET

Tax Differences Between Entities

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Two of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of Two

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 12, 2019 1:00 PM EDT - 2:30 PM ET

If You Don’t Understand the New and Very Broad Life Insurance Transfer for Value Rules, You and Your Clients Could Be In Store for Some Serious Pain

More Info
Avatar Avatar

Michael Fontanini and Jay Judas

December 13, 2019 3:00 PM ET - 4:15 PM ET

Three Flexible Trust-Funding Strategies Providing Indirect Future Access

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 19, 2019 1:00 PM EDT - 2:30 PM ET

Insurance Applications and Sales Opportunities

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Three of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of 2 Two

More Info
Avatar

Steve Oshins

December 20, 2019 12:00 PM EDT - 1:30 PM ET

The Restricted Entity GRAT: How a GRAT Works and Why to Fund it with a Restricted LLC/LP Interest

More Info
Avatar

Steve Gorin

January 9, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity

More Info
Avatar

Paul Hood

January 16, 2020 3:00 PM EDT 4:00 PM ET

Significant 2019 Developments Affecting Business Planning

More Info
Avatar

Jay Adkisson

January 17, 2020 1:00 PM EDT - 2:00 PM ET

Significant 2019 Developments Affecting Asset Protection Planning

More Info
Avatar

Steve Oshins

January 24, 2020 12:00 PM EDT - 1:30 PM ET

The Top 12 Asset Protection Strategies to Protect Your Clients in 2020

More Info
Avatar

Mike Jones

January 30, 2020 1:00 PM EDT - 2:30 PM ET ET

Significant 2019 Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration

More Info
Avatar Avatar

Jonathan Blattmachr, Marty Schenkman

February 7, 2020 1:00 PM EDT - 2:30 PM EDT ET

Heckerling Institute Wrap Up with Jonathan Blattmachr & Marty Shenkman

More Info
Avatar

Steve Gorin

February 7, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

More Info