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Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients:



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Recording and Slides are Available Here


Tax Reform will bring massive change to both clients and practitioners alike, and the best way practitioners can prepare is twofold. First, develop a strong sense of where Congress is likely going. Second, join Bob Keebler in his upcoming LISI webinar on September 20th @ 3pm ET titled "Bob Keebler's First Look at Congress' Tax Reform Blueprint: What Advisors Need to Know Now to Better Inform Their Clients."

Bob's presentation is designed give attendees a clear sense of where Congress is likely going so practitioners will have the head start they need to help clients plan for the coming changes to the tax code. In this timely presentation, Bob will review: 

·Planning strategies resulting from a reduced top corporate rate as well as a reduced top rate for certain pass-through income;

·Business entity reclassification and planning opportunities; 

·Planning implications from the simplification of personal income tax brackets as well as the potential loss of itemized deductions;

·Expanded use of NINGs, WINGs, SINGs and DINGs;

·The impact of reform on qualified retirement plans and the ability to "stretch" IRAs;

·Timing of gains and losses during the transition period; 

·Timing of ordinary income, expenses and deductions during the transition period; 

·The possibility of estate tax repeal, including the implications of the potential repeal of the GST and what that means to high net worth families; 

·Planning implications if the 3.8% tax on net investment income is eliminated;

·The potential for expanded split dollar opportunities;

·Any questions you might have.  

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, and the date of Bob's Webinar May Change Depending upon Congress' Timetable



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.


After you pay you will be sent a link with the registration information. 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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