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Final “Clawback” Regulations Just Issued by the Treasury: What Every Advisor Needs to Know About this Important Development



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Recording and Slides are Available Here


On Friday, November 22nd, the IRS issued the final “clawback” regulations addressing the mathematical operation of the estate tax exemption after the scheduled “sunset” of the TCJA’s increased GST, estate and gift tax exemptions. The final regulations largely adopt the proposed regulations issued last November, and also include four examples which, among other things, illustrate the impact of inflation adjustments. The good news is that individuals planning to make large gifts between 2018 and 2025 can do so without concern that they will lose the tax benefit of the higher exclusion level once it decreases after 2025.

Best of all, Bob’s webinar comes with a customizeable PPT Deck to help explain this to clients and other advisors!


To learn more about this important development and how the rules work, consider joining Bob Keebler in his exclusive LISI Webinar on Wednesday, November 27th @ 1pm ET, where his one hour class will methodically explore the following concepts and strategies: 

1.         The impact on DSUE for persons dying before the sunset;

2.         The impact of inflation adjustments;

3.         The impact of gifts from 2011 to 2017;

4.         The effect of gifts from 2018 to December 31, 2025;

5.         Insight on GST issues including late allocations;

6.         The strategies for “use it or lose it” including; SLATs, GRATs, Dynasty Trusts, using Power of Appointments, GST strategies and basis
            issues;

7.         Avoiding or mitigating low basis gifts during the “use it or lose it” period; 

8.         Understanding Gifts of DSUE;

9.         Q&A with Bob where he answers all your tough questions about how the final regulations work!


There will be no CE for this webinar


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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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