This course provides a comprehensive overview of the Estate Tax Return (IRS Form 706) and the critical legal principles surrounding estate administration and taxation. Participants will gain an in-depth understanding of property law, probate, trust structures, and valuation methods relevant to estate tax filings. The session will also cover key deductions, tax planning strategies, and compliance requirements to ensure proper estate tax reporting and minimization of tax liabilities. This course is designed for tax professionals, CPAs, estate planners, and financial advisors involved in trust and estate taxation.
Summarize the fundamental legal principles of estate taxation, including probate, intestacy laws, and common estate planning mechanisms
Identify the key components and schedules of IRS Form 706, including valuation methodologies, deductions, and filing requirements
Contrast different trust structures, such as Qualified Terminable Interest Property (QTIP) trusts and Bypass trusts, and their implications for estate tax planning
Evaluate estate tax planning strategies to optimize deductions, utilize alternate valuation dates, and ensure compliance with IRS regulations
Keebler & Associates, LLP
Partner
[email protected]
(920) 593-1701
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 Forbes as one of the 2024 America’s Top 200 CPAs, 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 350 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 30 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. He also served as chair of the AICPA’s Advanced Estate Planning Conference from 2014-2020. Mr. Keebler received an award from CPAacademy for Top Presenter 2022. This award honors those who are committed to the education of accounting professionals and shares their knowledge in an open and easily accessible format.