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The Best of Bob Keebler: Top 40 Planning Ideas for 2020


Cost $20.00
Presentation Length 2.0 hours

Recorded DateSeptember 9, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelIntermediate
Course Description

Best of The best! The very best tax planning ideas in 2020! Every year you must refresh your planning toolkit to accommodate the multitude of changes and take advantage of the myriad of opportunities. Fasten your seat belts and get ready for a fast ride through the very best ideas from Bob’s annually updated and expanded book: The Top 40 Tax Planning Opportunities for 2020.

This presentation is ideal for anyone advising wealthy clients and will include:

  • Roth Conversions & IRA Relocation

  • Two-Year Installment Sales

  • Trusts as S-Corporation Shareholders: ESBT vs. QSST

  • Substantial Sale Charitable Remainder Trusts (CRTs)

  • Income Shifting CRTs

  • Family Limited Partnerships (FLPs)

  • Incomplete Gift Trusts (INGs)

  • Inter Vivos Charitable Lead Annuity Trusts (CLATs)

  • Intra-Family Loans

  • Multiple Trusts to Enhance Section 199A

  • Qualified Small Business Stock

  • Portability

  • Trusts as IRA Beneficiaries

  • Grantor Retained Annuity Trusts (GRATs)

  • Dynasty Trusts

  • Intentionally Defective Grantor Trust (IDGT) Sales

  • Self-canceling Installment Notes (SCINs)

  • Domestic Asset Protection Trusts (DAPTs)

  • Spousal Limited Access Trusts (SLATs)

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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. 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, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.

About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.