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Limited Window of Opportunity - Change in Stock Basis Ordering Rules



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Recording and Slides are Available Here


The Senate tax reform proposal requires that taxpayers use the FIFO method, which simply means that the oldest lot must be sold or gifted first. That's the easy part; the hard part for advisors is the planning that will need to be done during a very short window of opportunity, because once the clock strikes midnight on December 31st, taxpayers will be required to use the FIFO method with limited planning options.

From now to the end of 2017, there are a number of planning techniques can better manage basis, and these should be discussed with clients in this limited window of opportunity. In his exclusive LISI webinar, Bob Keebler will review the following planning opportunities:

  • Gift very low basis shares to charity or a donor advised fund, private operating foundation or private foundation
  • Special considerations for NUA stock
  • Special considerations for dual basis ISO shares
  • Harvest all losses from multi-lot portfolio positions
  • Sell high basis stock before year-end
  • Gift stock to your spouse and file separately
  • Gift stock to a charitable remainder trust
  • Gift stock to a non-grantor charitable lead trust
  • Gift stock to a partnership owned by the taxpayer and family members
  • Gift stock to a non-grantor completed gift trust

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1) The handout materials and
2) The ability to watch the webinar anytime.

Note:There is no CE for these webinars



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.

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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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