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Practice Management- How to Approach and Help Clients with Tax Reform - Click to Listen to Bob's description



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PRACTICE MANAGEMENT: HOW TO APPROACH AND HELP CLIENTS AND REFERRAL SOURCES WITH TAX REFORM

 

The Tax Cuts and Jobs Act of 2017 is providing lawyers, CPAs, trust officers and financial planners with the most important opportunity to assist clients since the Tax Reform Act of 1986.   We all know this intuitively, so the real question becomes “what do I do” and “how to I jump start” the process?   For CPAs, trust officers and financial planners, the process involves mastering the technical aspects of the TCJA.  For lawyers, the challenge is a massive paradigm shift away from estate tax planning to mastering additional income tax and asset protection strategies. This fast-paced class will help you identify and begin to master the key technical issues and develop the foundation of a business plan to “jump start” the process.   

 

In this 90 minute class, Bob will focus on tax planning and practice management, and a 30 minute prequel will provide a rapid fire review of the foundational aspects of the TCJA. In the first 30 minutes, Bob will provide a summary of how to approach your clients and key referral sources with specific strategies Including:

 

  • A Review of our TCJA Checklist
  • Estate Planning Letter Inviting Clients to Meet with You
  • Income Tax Planning Letter
  • Financial and Tax Planning Letter
  • Client Checklist(s) for Lawyers, CPAs and Planners
  • Customized Client PowerPoints for Section 199A, Estate Planning and Income Tax Planning
  • Best Ideas for Estate Planning Lawyers to Market
  • Best ideas for CPAs to Market
  • Best ideas for Financial Planners to Market
  • Which Ideas will Drive Existing Client Business
  • Which  Strategies will Drive Referrals From Other Professionals 

 

For the next 60 minutes, Bob  will review the top TCJA planning strategies that you can market and implement in 2018, including:

 

  • Portability with a $11,180,000 Exemption
  • GST Planning with the Larger Exemption
  • 199A planning for Real Estate Investors
  • 199A planning for Doctors and Dentists
  • 199A planning for Small Business Owners
  • C-Corp versus S-Corp Studies
  • Pension and Profit sharing ideas,
  • State Income Tax Planning,
  • Tax Planning for IRAs During Life and at Death
  • Roth Conversions with a Reduced Marriage Penalty
  • Timing of Itemized Deductions
  • Charitable Giving After the TCJA
  • State Income Tax Planning with Trusts
  • Federal income Tax Planning with Trusts
  • Decanting old Bypass Trusts to Add a Contingent GPOA
  • How and When to Make Large Gifts for Younger Clients
  • How and When to Make Large Gifts for Clients Over age 80 and Client in Poor Health
  • What Dynasty Trusts still make Sense
  • Asset Protection Strategies with a $11,180,000 Exemption


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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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