Special Bundle of 2 Webinars:
Bob Keebler 8/24 Special 199A and Form 709 Pre-recorded Bundle
Important Webinar Event: Bob Keebler Reviews the New 199A Regulations - A Re-Broadcast.
Recording and Slides are Available Here.
The best way to prepare for this important development is twofold.
First, refresh your understanding on the current 199A rules. Second, join nationally recognized 199A expert Bob Keebler in his exclusive 90 minute LISI webinar on Wednesday, August 15th from 3:00-4:30pm where Bob will cover how the proposed regulations change our understanding of the 199A landscape:
- The purpose of the proposed regulations is to provide taxpayers with computational, definitional, and anti-avoidance guidance regarding the application of section 199A.
- The proposed regulations contain six substantive sections, §§1.199A-1 through 1.199A-6, each of which provides rules relevant to the calculation of the section 199A deduction.
- Additionally, the proposed regulations would establish anti-abuse rules under section 643(f) to prevent taxpayers from establishing multiple non-grantor trusts or contributing additional capital to multiple existing non-grantor trusts in order to avoid Federal income tax, including abuse of section 199A.
Make sure you reserve your spot for this critically important webinar!
There will be no CE for this webinar
The best way to prepare for this important development is twofold.
First, refresh your understanding on the current 199A rules. Second, join nationally recognized 199A expert Bob Keebler in his exclusive 90 minute LISI webinar on Wednesday, August 15th from 3:00-4:30pm where Bob will cover how the proposed regulations change our understanding of the 199A landscape:
- The purpose of the proposed regulations is to provide taxpayers with computational, definitional, and anti-avoidance guidance regarding the application of section 199A.
- The proposed regulations contain six substantive sections, §§1.199A-1 through 1.199A-6, each of which provides rules relevant to the calculation of the section 199A deduction.
- Additionally, the proposed regulations would establish anti-abuse rules under section 643(f) to prevent taxpayers from establishing multiple non-grantor trusts or contributing additional capital to multiple existing non-grantor trusts in order to avoid Federal income tax, including abuse of section 199A.
Make sure you reserve your spot for this critically important webinar!
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 $229 $179 for this bundle of 2 webinars.
How To Accurately Prepare the 709 Gift Tax Return - A Re-broadcast.
Recording and Slides are Available Here.
In his webinar, Bob provides advisors with an important refresher course on gift tax returns. This 60 minute course reviews the critical gift and GST issues encountered when preparing federal gift tax returns, Form 709. This simply is a "must see" webinar series for all practitioners. Bob will cover all of the following topics:
Major topics will include:
• The annual exclusion rules for gifts to trusts including required Crummey notices and § 2642(c) trusts
• QTIP elections on gift tax returns and the need for timely filing
• What should you disclosed for purposes of running the gift tax statute of limitations
• The reporting of family sales, installment sales to grantor trusts and SCIN sales
• Reporting GRATs, QPRTs and other split-interests
• Reviewing valuation reports
• Reporting valuation discounts for gifts of closely-held businesses and reporting requirements
• When to make disclosures on Form 8275 and 8275R
• The utilization of generation skipping transfer Tax exemption and the related automatic allocation rules
• Reporting gifts to 529 Plans
• Reporting the use of a deceased spouse’s unused exclusion exemption amount (DSUE)
• Understanding when gift splitting is allowed and how to report properly
• Adequate disclosure requirements and the statute of limitations
• How to allocate GST exemption on large formula gifts
• How to allocate GST exemption on ETIP gifts
• How to report defined valued clauses
• Understanding gift splitting
There will be no CE for this webinar
|
|
|
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
|
|
|
Bob Keebler and Michael Geeraerts
April 25, 2019 3:00 PM EDT - 4:30 PM ET ET
Finding the 199A Sweet Spot - Revisited for Final Regulations
More Info
Steve Oshins, Jonathan Blattmachr, Richard Nenno, Al King
April 26, 2019 3:00 PM EDT - 4:20 PM EDT ET
Oshins/Blattmachr/Nenno/King: Trust Situs Smackdown- A Special Re-Broadcast.
More Info
Bob Keebler
April 26, 2019 1:00 PM EDT - 2:30 PM ET ET
Beyond The Numbers: Understanding The Important Gift, Estate, and Income Tax Elections - Preparing Forms 1041 / 706 / 709 - A Special Re-Broadcast
More Info
Bob Keebler
May 1, 2019 3:00 PM EDT - 4:30 PM ET ET
199A Case Studies with Newly Issued Tax Compliance Forms
More Info
Alan Gassman
May 2, 2019 3:00 PM EDT 4:00 PM ET ET
Avoiding Estate and Trust Litigation and Disputes
More Info
James P. Weller, JD, LL.M
May 3, 2019 1:00 PM EDT - 2:30 PM EDT ET
New Second Set of Proposed Regulations Sheds Needed Light on Qualified Opportunity Funds
More Info
Bob Keebler
May 3, 2019 3:00 PM EDT - 4:30 PM EDT ET
Retirement Plan Beneficiary Disasters and How to Avoid & Fix Them
More Info
Paul Hood
May 16, 2019 3:00 PM EDT 4:30 PM EDT ET
Issues in Income Shifting-What’s Past is Prologue
More Info
Steve Oshins
May 24, 2019 3:00 PM EDT - 4:30 PM EDT ET
Fear Factor: Protecting Assets by Getting into the Creditor’s Head and Controlling his Mind
More Info