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"The Trump Tax Plan"



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Recording and Slides are Available Here


In his webinar, Bob will provide members with his analysis of the Trump Tax Plan that was announced on April 26th. Bob’s presentation will give you the head start you need to help clients plan for the coming changes to the tax code. Be sure to join Bob for his 45-minute, timely presentation, where he will review:

·       The implications of estate tax and AMT repeal;

·       The potential of a ten year repeal and planning in the interim;

·       What the potential repeal of the GST means to high net worth families;

·       The impact of the elimination of the 3.8% tax on net investment income;

·       Timing of gains and losses during the transition period;

·       Planning implications from the simplification of personal income tax brackets;

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

·       Planning strategies resulting from a 15% top corporate rate as well as a 15% top rate for certain pass-through income;

·       Business entity reclassification and planning opportunities;

·       Greatly expanded split dollar opportunities;

·       Planning implications from the loss of itemized deductions;

·       Expanded use of NINGs, SINGs and DINGs;

·       Any questions you might have. 

 

All paid attendees will have access to a recorded version of the webinar.



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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