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  • Advanced Estate Planning Techniques and Tax Reporting Obligations

Description


While tax professionals may not be drafting estate planning documents; understanding the foundational principals that guide the estate planning process is imperative for tax professionals to robustly advocate for their clients. In this course, we will review advanced estate planning techniques including credit shelter planning, Clayton QTIP planning, GST planning, and irrevocable trust planning including ILITs, SLATs, and CRTs, and QPRTs. This course is intended for tax practitioners to gain a solid understanding of when these techniques may apply, the tax reporting obligations associated with the techniques, and opportunities to apply tax saving opportunities for clients.


Learning Objectives:

  • Describe when Form 1041, Form 709, and Form 706 should be filed in relation to the creation and funding of certain trusts.
  • Identify opportunities for a client to mitigate tax consequences and achieve estate planning goals through the use of advanced estate planning techniques.
  • Explain how and when to pursue advanced estate planning opportunities.
  • Summarize the benefits of using different advanced estate planning techniques.
  • Analyze the tax consequences related to estate planning techniques and the appropriate reporting obligations.

Session Highlights:

  • Identify the different types of estate planning techniques and when each technique may be employed to achieve the associated goals.
  • Analyze when to employ advanced estate planning techniques and the relative benefits of each depending on the client’s unique financial and family situation.
  • Understand how to report gift, estate, and income tax consequences when utilizing advanced estate planning techniques. 
  • Advise clients on how to mitigate income and gift and estate tax liability by using advanced estate planning techniques.
  • Describe the importance of analyzing all available estate planning options to achieve the client’s goals.

Credits and Other information:

  • Recommended CPE credit – 3.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Advanced
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • Attendance Requirement:  Yes
  • Session Duration: 3 Hours
  • Case Studies and Live Q&A session with speaker
  • PowerPoint presentation for reference

Who Will Benefit:

  • CPA's
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Tax and Estate Planning Attorneys
  • Accountants
  • Registered Agents
  • Tax Compliance Managers
  • Other Tax Professionals
  • Finance professionals


Speaker Profile:
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.  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 250 favourable 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 25 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 and is the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.

Advanced Estate Planning Techniques and Tax Reporting Obligations

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