Avatar

New 1041 Class - A Special Re-Broadcast



Watch Now!
Recording and Slides are Available Here


Your clients either have or will have settled trusts and eventually will have an estate which will be subject to federal income taxation and compliance often involves unique concepts you must understand. In this exclusive LISI webinar, Bob Keebler will get you quickly up to speed on all of the vital fiduciary income tax issues you will need to master whenever you have clients with 1041 issues: Specific topics Bob will cover include the following:  

·       The types of trusts for income tax purposes: simple, complex, grantor, charitable

·       Taxable income vs. fiduciary accounting income

·       Distributable net income (DNI)

·       IRC 663(b) “65-Day” Rule

·       The “Tier” Rules

·       The Separate Share Rule

·       Passive activity rules for trusts

·       3.8% Net Investment Income Tax

·       IRC §691(c) Deduction

·       Deductions on termination

·       QSST and EBST elections

·       Grantor trust reporting

·       DAPT reporting



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 $149.

Registrant Email

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 $129 for this webinar.

Forgot Password?

To become a LISI member Click Here

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


Avatar Avatar

Alan Gassman,Christopher J. Denicolo,

July 18, 2019 3:00 PM EDT - 4:30 PM EDT ET

What Estate Planners Need to Know About Florida Law for Their Snowbird Clients - A Special Re-Broadcast

Registration for this webinar is included FREE with purchase of the Fabulous Florida 12 webinar Lunch-n-Learn series using THIS LINK

More Info
Avatar

Bob Keebler

July 19, 2019 3:00 PM EDT - 4:30 PM EDT ET

Tax Planning for Selling a Business. - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

July 24, 2019 3:00 PM EDT - 4:30 PM ET

IRAs to Charities and CRTs After the SECURE Act: A Special Re-Broadcast

More Info
Avatar Avatar

Bob Keebler & Stephen J. Bigge

July 25, 2019 1:00 PM EDT - 2:30 PM EDT ET

Advanced Roth IRA Conversion Planning After the TCJA and Secure Act A Special Re-Broadcast

More Info
Avatar

Alan Gassman

July 25, 2019 3:00 PM EDT - 4:30 PM EDT

Asset Protection for Businesses and Their Owners. A Special Re-Broadcast

More Info
Avatar

Steve Gorin

July 26, 2019 3:00 PM EDT - 4:30 PM

Steve Gorinís "Business Structuring Series" : Class #1: Choice of Entity after 2017 Tax Reform - Basics

More Info
Avatar

Mike Jones

August 01, 2019 3:00 PM EDT - 4:30 PM ET

Significant Semiannual Estate, Gift and Generation-Skipping Transfer Tax Developments Affecting Estate Planning and Administration & Retirement Planning Issues Estate Planners Need To Know About

More Info
Avatar

Steve Oshins

August 09, 2019 3:00 PM EDT - 4:30 PM

Estate Planning for Large Estates

More Info
Avatar

Michael Carter

August 15, 2019 3:00 PM EDT - 4:00 PM ET

Michael Carter: How To Grow Your Firmís Revenue Using Business Valuations - FREE REGISTRATION - Limited to the first 1000 registrants.

More Info
Avatar Avatar Avatar

Howard Zaritsky, Marty Shenkman, Sandy Glazier

August 23, 2019 1:00 PM EDT - 2:30 PM ET

Defensive Practices Because Nothing Is Safe: How Practitioners in All Fields Can Be Safer and Reduce Malpractice Risks

More Info
Avatar

Steve Gorin

August 29, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #2: Qualified Business Stock Compared to Other Exit Strategies

More Info
Avatar

Steve Gorin

September 27, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #3: Transitioning Businesses to Key Employees (Including Children)

More Info
Avatar

Steve Gorin

October 31, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate

More Info
Avatar

Steve Gorin

December 5, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities

More Info
Avatar

Steve Gorin

January 9, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity

More Info
Avatar

Steve Gorin

February 7, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorinís "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

More Info