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Tax Reform Traps for the Unwary: Developing an Action Plan Now



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Recording and Slides are Available Here


During his exclusive LISI webinar, Bob will cover new planning issues and opportunities which may arise with tax reform.

Tax Reform will bring massive change to both clients and practitioners alike, and the best way practitioners can prepare is threefold. First, develop a strong sense of where Congress is likely going. Second, develop and action plan now that can help clients avoid many of the tax traps that are sure to pop up. Third, register to hear Bob Keebler in his upcoming LISI webinar on October 27th @ 3pm ET titled "Tax Reform's Traps for the Unwary: Developing an Action Plan Now"

Bob's presentation is designed give attendees the head start they need to help clients plan for the coming changes to the tax code. In this timely presentation, Bob will cover a number of important tax traps which may arise with tax reform, as well as an action plan that practitioners can implement as soon as the law becomes final. In this timely presentation Bob will review:

The presentation will include:

·Planning in a world without the GSTT

·Planning for ten years without portability - why the bypass trust will take center stage

·A quick overview of the proposals and basic planning priniciples.

·Five-year IRA distribution rule and solutions

·Spousal rollovers after tax reform, avoiding new spousal rollover trap

·Rothification - What is it and why is it being discussed

·What the lawyer needs to know about picking the year end for an estate to minimize taxation

·The potential introduction of Universal Savings Accounts

·Loss of the AMT credit and the impact on ISOs - action steps

·Timing of Net Operating Losses

·Generating income to use deductions, loss carryforwards, and credits which will be lost

·E&P strip-outs to generate income

·Loss of the 691(c) deduction (the income tax deduction for estate tax paid) and critical action steps

·Latest insights and observations

Your registration will entitle you to: 1) the handout materials and 2) the ability to watch the webinar either at the scheduled time or - if for any reason you can't view it then - we'll automatically provide you with a link within 24 hours - to view it at your convenience as many times as you'd like. 

Note:There will be no CE for Bob's webinar

 



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 $129.

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After you pay you will be sent a link with the registration information. Your webinar registration is designed for one individual user and groups up to 5 individuals. Sharing beyond this is not permitted. If you are interested in group access to our webinar content, please send an email to lisiwebinars@gmail.com

If you have any questions, please contact webinaradmin@leimbergservices.com

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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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