Robert S. Keebler, CPA, MST, DAEP
The New Math of Estate Planning

Robert S. Keebler, CPA, MST, DAEP
2010 IRAs in Review

Robert S. Keebler, CPA, MST, DAEP
Year-End Planning Opportunities

Robert S. Keebler, CPA, MST, DAEP
2010 Year in Review

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Robert S. Keebler, CPA, MST, DAEP
What You Need to Know About Gift Tax Returns
Filing proper gift tax returns is as important as ensuring that the estate plan is properly drafted. Preparing adequate gift tax returns enables the statute of limitations to run on a gift, thereby protecting the taxpayer from future adjustments after the closing of assessment period. Knowing the gift tax rules will also enable the practitioner to spot and draft around potential issues at the planning stage.
During this session, we will discuss the following topics:

• What constitutes a taxable gift
• Availability of annual exclusions
• Generation Skipping Transfer Tax Issues
• Filing requirements
• Adequate disclosure rules

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Robert S. Keebler, CPA, MST, DAEP
Generating Business Beyond Tax Season
The 2010 tax year is looking to be the most dynamic and exciting year that we have had in the last couple of decades. From the repeal of the estate tax to the repeal of the $100,000 AGI limitation on Roth IRA conversions, 2010 is shaping up to be a year of unprecedented planning opportunity. Please join us as nationally recognized retirement and wealth transfer planning expert, Robert S. Keebler, CPA, MST, DAEP will explain strategies to consider now (as you meet with your clients) that will generate additional revenue once the busy tax season is over.
During this one-hour teleconference, Mr. Keebler will discuss the following tax planning opportunities:

1. Using Roth IRA conversions to increase overall wealth
2. Selling highly-appreciated assets in 2010 to take advantage of the all-time low capital gains tax rates before they sunset in 2011
3. Taking distributions of employer stock from qualified retirement plans to reduce overall income taxes during retirement
4. Funding multi-generational trusts to take advantage of the gap in the estate/generation-skipping transfer (GST) tax law
5. Utilizing Grantor Retained Annuity Trusts (GRATs) and Charitable Lead Annuity Trusts (CLATs) to take advantage of currently low interest rates and the gap in the estate/generation-skipping transfer (GST) tax law
6. Selling highly-appreciating closely-held family business interests to an Intentionally Defective Grantor Trust (IDGT) to “supercharge” wealth transfers to future generations

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State of the Federal Estate Tax
Alan Webster, JD
As of January 1, 2010, the federal estate tax ceased to exist. However, unless Congress changes the law in the meantime – and there is no guarantee that it will do so – as of January 1, 2011, the federal estate tax comes back with a vengeance. Accordingly, during this “gap period” in the federal estate tax there are several issues that need to be addressed and opportunities that need to be considered. During this one-hour webinar, we will discuss the following topics:

• Impact of no estate tax on the administration of estates and trusts
• Impact of the new carryover basis rules
• Advantages of making gifts and generation-skipping transfers during the “gap period”
• Utilizing GRATs and sales to IDGTs to “supercharge” wealth transfers

Don’t miss this important webinar addressing critical issues you can discuss with your clients now and throughout 2010.

Please register below before 3:00pm ET, Monday, May 3, 2010. There is one more step - your e-receipt has a link for you to register with GoToWebinar registration. You will then be sent the information to join the meeting. Or, just register with GoToWebinar directly from our member home page (available to Advisors Forum members only).

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Robert S. Keebler, CPA, MST, DAEP
Individual Income Tax Planning for Higher Tax Brackets

Over the last couple years, compensatory stock options have fallen out of favor. However, with the recent uptick in the economy these options are once again becoming an effective tool for recruiting and retaining top talent. During this one-hour presentation we will discuss the following topics:

• Incentive Stock Options (ISOs)
• Non-Qualified Stock Options (NQSOs)
• Hedging against single-stock risk using put option and call options

Please register below before 3:00pm ET, Wednesday, May 26, 2010. There is one more step - your e-receipt has a link for you to register with GoToWebinar registration. You will then be sent the information to join the meeting. Or, just register with GoToWebinar directly from our member home page (available to Advisors Forum members only).

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Robert S. Keebler, CPA, MST, DAEP
Step-Up in Basis Rules
Currently, Section 1022 “carryover basis” is the law of the land in the area of basis when it comes to assets transferring by cause of death. These provisions bring us back to laws that have not seen the light of day since the 1970’s, which has been a cause of great concern in the estate planning community. These changes are scheduled to reset at the end of the year, but the 2010 “basis gap” could be nonexistent if a patch is implemented that reinstates the basis step-up rules that we know and love. Please join Robert S. Keebler, CPA, MST as he discusses the intricacies of both sides of the “basis gap” and how you can help your clients through this uncertainty.

• Comparison of Section 1014 vs. 1022
• Holding Period
• Non-Step-Up Assets
• Case Study Examples

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Robert S. Keebler, CPA, MST, DAEP
Mid-Year Roth Conversion Update
Since last fall, Roth IRA conversion planning has been red-hot. However, over the last couple of months planning has cooled off quite a bit because of weak market conditions. Despite the lull in the market, now more than ever is a good time for a person to look at converting to a Roth IRA, especially if one is optimistic about the market rebounding. Even if the market fails to rebound, a person can still “undo” (i.e. recharacterize) his/her conversion and generally be in no worse position than if no conversion was done at all.

During this session, we will discuss the following topics:

• 2010 two-year dilemma
• Roth Segregation Conversion Strategy
• Analyzing recharacterizations
• Tax sensitive withdrawal strategies using Roth IRAs

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Daniel L. Daniels & Robert S. Keebler, CPA, MST, DAEP
Generation Skipping Planning in 2010 and Beyond
In this session, Dan Daniels will provide an easy-to-understand overview of the complicated generation skipping transfer tax and talk about important planning opportunities in 2010 and future years.
Topics covered include:

• GST Tax "Primer" for those who haven't dealt much with the tax before
• GST Planning in 2010 while the GST tax is "repealed"
• Planning with "HEET" trusts to do GST planning with far more than the exempt amount
• How to avoid GST mistakes on Form 709

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Robert Keebler, CPA, MST, DEP

Best Planning Opportunities in Today’s Low Interest Rate Environment, Plus the Impact of the New Administration
This timely session will address several tax planning opportunities and strategies that allow advisors to take advantage of the current low interest rates to help clients avoid unnecessary taxation. Given that President-Elect Obama will likely make significant changes in the U.S. tax policy, the time is now to take advantage of these opportunities while also helping clients to mitigate potential negative future tax ramifications.

• C Corporation Dividends
• Sale of Tangible and Intangible Property
• Trigger Long-Term Capital Gains
• Closely Held Business Sales
• Real Estate Investors
• Charitable Remainder Trusts
• Dynasty Trusts
• Valuation Adjustments
• Low Interest Rate Transactions
• Roth Conversions

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Robert Keebler, CPA, MST, DEP

10 Best Ideas to Reduce Your Client’s Taxes and Keep You Busy Throughout the Summer
Nationally recognized retirement planning expert Robert S. Keebler will share his top ten ways to increase your business after tax season. Keep your clients and their tax issues in mind as you participate in this teleconference!

• Roth conversions should be aggressively reviewed.
• Loss Harvesting, while remaining in the market should be reviewed.
• GRATs to freeze (for tax purposes) the value of depressed stocks should be implemented.
• Large gains should be taken under the 15% tax rate compared to a higher future tax rate.
• Tax efficient asset allocation between Roth's, QPs and outside accounts should be reviewed.
• Parents should aggressively gift and sell closely-held business interests to trusts for children and grandchildren.
• Oil and Gas will continue to provide tax and financial planning opportunities.
• Consider funding dynasty trusts today ($3,500,000).
• The Burn SCIN idea was briefly discussed and appears favorable.
• BDIT strategy is gaining momentum.

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Practical Applications of the Economic Stimulus Package
Mark T. Bakko, CPA, MBT
In this timely teleconference, Robert Keebler and Mark Bakko will explore the practical applications of the new Economic Stimulus Package, including what it means to your clients and you. Don’t miss the opportunity to learn firsthand how you should advise your clients in light of the new law.

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The Grantor Trust Rules and their Implications
Philip A. Di Giorgio, Esq., Louis W. Pierro, Esq. and Robert S. Keebler
While all men and women may indeed be created equal, all trusts are not created equal, at least for tax purposes. In general a trust is treated as a distinct entity for tax purposes. However, the income deductions and credits of some trusts are attributable to their grantors. This teleconference will focus on the motivations to obtain treatment as a "grantor trust," some planning techniques commonly used in conjunction with grantor trusts, and the income, gift, estate and generation-skipping transfer tax consequences of those techniques.

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Strategies to Use Tax Carryforwards
Robert S. Keebler, CPA, MST, DEP
Many clients have capital and passive loss carryforwards, while others have charitable and interest carryforwards, while still others have foreign tax credit carryforwards. In this seminar we will explore financial engineering to utilize these and other tax attributives.

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"Cash Balance" Defined Benefit Plans
Michael F. Kresl, CPA and Robert S. Keebler, CPA, MST, AEP
Cash Balance plans may be one of the most exciting qualified plan designs to ever come along. Made feasible for small businesses by the Pension Protection Act of 2006 the "Hybrid" design allows for highly creative funding capabilities beyond typical defined contribution plans or traditional defined benefit pension plans.

• A Cash Balance Plan is a "Hybrid" plan encompassing both defined benefit and defined contribution features;
• The Pension Protection Act of 2006 has made the plan feasible for small businesses with as few as 2 employees;
• Contributions can be skewed significantly by class to favor and equalize contributions for owners and key employees;
• Defined Benefit rules (Section 415 limits - no $49,000 limit) apply;
• Cash Balance plans allow clients to have significant asset protection, "catch-up" opportunities, and guaranteed retirement benefits

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Robert Keebler, CPA, MST, DAEP

Suspension of the RMD Rules in 2009: What does this mean to you and your clients?
Under Section 201 of the Worker, Retiree and Employer Recovery Act of 2008, the required minimum distribution (RMD) rules under IRC section 401(a)(9) for the 2009 tax year have been suspended. Thus, if one has reached his/her required beginning date (i.e. age 70 ½), he/she will not have to take out an RMD for the 2009 tax year. This presents numerous opportunities for the advisor and their client.
During this telephone conference, we will focus on how sophisticated advisors can use these key opportunities to become their client’s most valued advisor.

• Loss harvesting
• Roth IRA conversion planning
• Rental real estate passive activity losses
• Refundable AMT credit
• Social Security taxability
• Non-qualified annuities
• Post-mortem RMDs (qualified IRA beneficiaries)
• Post-mortem RMDs (non-qualified IRA beneficiaries)

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Robert Keebler, CPA, MST, DAEP and Michael Gershon, CPA, MST

Handling Losses on 2008 Returns Due 10/15/2009
In today’s economic climate, many businesses have incurred substantial ordinary and capital losses. Further, the tax issues for victims of the Madoff and other Ponzi-type schemes are immense and extremely complicated. Attend this seminar so that you will be prepared to advise your clients on the steps to take to reflect actual theft losses on their tax returns.
Join Robert Keebler, CPA, MST, DAEP and Michael Gershon, CPA, MST as they discuss practical issues and the ‘how to’ reflect the actual losses on returns.

• Form 1045 – the five year carryback
• The $15,000,000 gross receipts test
• NOL carryforwards
• AMT issues

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Robert Keebler, CPA, MST, DAEP, and Sid Kess, CPA, JD, LLM

Year-End Planning Opportunities
2009 was a tumultuous year from many perspectives, necessitating financial and estate planning reviews in many areas. In this critical teleconference, nationally acclaimed speakers Sidney Kess and Robert Keebler will address the most common areas, including:

• General income tax planning: Starting with a game plan to increase your financial & estate planning income
• Jobs
• Investments
• Homes
• Charitable activities
• Other itemized deductions
• Retirement savings
• Education savings
• Business activities
• Estate and gift tax planning

Learn several ways you can bring significant added value to clients – while also generating additional revenue for you and your firm.

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Robert Keebler, CPA, MST, DAEP

Roth IRA Conversions in 2010
In the past, taxpayers who have had adjusted gross income (AGI) above $100,000 were precluded from converting a traditional IRA to a Roth IRA. However, beginning with the 2010 tax year, this limitation will be lifted, thereby allowing many more taxpayers the opportunity to convert to a Roth IRA. This, in turn, will open up a flood gate of activity for those professional advisors who become familiar with the basics of Roth IRAs and the mathematical factors which make them both a viable income and estate tax planning tool.
During this session, we will discuss the following topics:

• Basic rules of Roth IRAs
• Taxation of Roth IRA distributions
• Seven reasons why to convert to a Roth IRA
• Mathematical "mechanics" behind Roth IRA conversions
• Tactical considerations
• Roth IRA conversion timeline
• Roth IRA Segregated Conversion Strategy

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Rick Taylor, CPA and Robert S. Keebler, CPA, MST, DAEP

2009 in Review: Obama Holds His Fire While IRS Tightens the Screws
This session is an across the board review of the most important judicial, legislative and regulatory developments for 2008-2009 from the practitioner’s perspective, emphasizing critical issues and key planning opportunities for closely held business and individuals clients. New legislation and pending provisions are analyzed to determine what actions can be taken before year-end to minimize tax liabilities.

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Blaine Laverick, CEBS, CRPS, CLU, ChFC, CMS and Robert Keebler, CPA, MST, DEP

Practical Applications of Deferred Compensation

This CPE Series teleconference will explore the basics of Non-Qualified Deferred Compensation (NQDC), including the types of NQDC plans, advantages and disadvantages, and the taxation of these plans. This teleconference is relevant to not only CPAs but also attorneys, financial advisors and other members of the wealth planning team as this is an area where the planning team must work together to implement the plan.

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Robert Keebler, CPA, MST, DEP and Michael G. Goller, CPA, JD

Generating Additional Business During Tax Season

As tax season is quickly approaching us, there are several new tax law changes and rulings which you need to be aware of as they will have an impact on your day-to-day practice. While some of these changes have been more restrictive and have imposed greater penalties on taxpayers (and their advisors), other provisions have been beneficial. Accordingly, by becoming familiar with these recent tax law developments, you will be able to identify opportunities for your current clients now and thereby increase your business during and after tax season.
During this one-hour telephone conference, we will discuss the following issues:

• Status of estate and gift tax legislation
• New preparer penalties
• Family Limited Partnership issues
• Recent IRA Private Letter Rulings
• Non-spousal post-mortem IRA rollovers
• Charitable IRA contributions
• Roth IRAs
• Non-Qualified Deferred Compensation
• Retirement plan planning for the small business owner

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Sam Torolopoulos, CPA, and Robert Keebler, CPA, MST, DEP

Recent Developments with Qualified Appraiser and Appraisal Requirements: The Broad Impact on Gift and Estate Tax Returns

The Pension Protection Act of 2006 changed the rules regarding who qualifies as a “qualified appraiser” and what constitutes a “qualified appraisal” for charitable, gift and estate tax filing purposes. This critical session will review these new rules and, more importantly, examine the broad and practical impact these rules have on income, gift, and estate tax returns and planning.

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Robert Keebler, CPA, MST, DEP
Understanding the Adequate Disclosure Rules for Gift Tax Returns

The preparation and filing of gift tax returns are often not given the attention they need. With the requirement that adequate disclosure be met to start the clock on the statute of limitations combined with the new preparer penalty rules, it is vital that gift tax returns be prepared properly. During this seminar, we will discuss the adequate disclosure rules in regards to gift tax.

Session highlights include:
- Statute of Limitations for gift tax.
- Understanding the adequate disclosure rules and how they affect the statute of limitations.
- Adequate disclosure of non-gift completed transactions.
- Adequate disclosure of incomplete transfers.
- Understanding the procedural issues for revaluing a gift.

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Robert D. Gillen, JD, and Robert Keebler, CPA, MST, DEP

Asset Protection Planning: Now More Important Than Ever

Asset protection planning has become a crucial component and priority of more and more clients’ wealth plans. Join us on this practical and relevant teleconference, where you will learn from internationally known authority on asset protection Robert Gillen the following:
- What is asset protection
- Who needs asset protection – and why
- Overview of asset protection techniques
- The most effective asset protection solutions available today

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Christopher Braun, MBA, JD, LLM and Robert Keebler, CPA, MST, DEP

Planning For the New Expatriation Rules – There’s More to it Than You May Think

Under the new 2008 Tax Act, the rules for expatriates (defined as former U.S. citizens and former long-term green card holders) are radically different. In this timely teleconference, nationally known expert Christopher Braun will discuss not only the new rules, but ways in which you may be able to avoid these rules through residency planning both in the former residence country and the U.S. Learn how proper advance planning can avoid the draconian results of the new law.

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Robert Keebler, CPA, MST, DEP

Planning Opportunities with Cost Segregation

Most financial and estate planners know that stock (and other capital assets) get a step-up in cost basis at death. While this provides an excellent opportunity for saving tax on capital gains, many planners miss other opportunities to use the step-up in cost basis to save on ordinary income taxes. If properly analyzed, the immediate tax savings from a cost basis step-up can be significant.
During this critical session you will learn:
- An overview of cost basis step-up under IRC Section 1014
- Depreciation opportunities for business assets with a cost basis step-up
- How to use cost segregation studies to lower income tax liability over the short term
- How to obtain substantial refunds for years before death with cost segregation and amended tax returns
- The advantage of using non-step-up assets (i.e. IRD) to fund charitable bequests

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Peter S. Myers, Esq. and Robert Keebler, CPA, MST, DEP

Survey of Tax-Favored Investments

Do you feel like an immigrant in a foreign land when you hear the terminology of the tax-favored, "alternative investment" world? What's this about clients wanting to deduct their IDCs? Why would someone want to rollover their QSBS? What is an RSU?
More and more, clients are looking at these “exotic” strategies and seeking tax, estate and wealth planning guidance about how these investments fit within their wealth-management goals and objectives. Join experts Peter Myers and Bob Keebler in discussing the terminology and answering – from the 50,000 feet level - questions you and your clients may have about these investments, their tax effects, and their impact on your clients' current planning.

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Michael Goller, CPA, JD and Robert Keebler, CPA, MST, DEP

Hot Tax Ethics and Practice and Procedure Issues: Circular 230 Preparer Standards, Penalties and More

This practical teleconference will provide a summary of the recently updated preparer penalty regulations, including the everyday implications of these new regulations on the typical accountant’s practice. Don’t miss this critical discussion of tax preparer penalties and other current tax ethics issues.

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Sidney Kess, CPA, JD, LLM and Robert Keebler, CPA, MST, DEP

Year-End Planning Opportunities – And What to Expect from the New President

During this teleconference nationally known expert Sid Kess will discuss the impact of election results on the legislative process and year-end planning. Mr. Kess will discuss likely changes as a result of the new president and new composition of congress, and what planning opportunities still exist before year-end. He will also discuss extender legislation as a result of the recent Bail-Out Bill, and planning options in light of the uncertain financial environment.

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Rick Taylor, CPA and Robert Keebler, CPA, MST, DEP

2008 in Review: The Calm Before the Storm

This teleconference will provide a wide-angle review of the most important judicial, legislative and regulatory developments for late 2007 and 2008 from the practitioner's perspective, with special emphasis on identifying critical issues and key planning opportunities for your closely held business and individual clients. We'll look at the most important provisions of recent legislation as well as accounting method changes, aggressive and unreasonable IRS positions on audit and common traps that result in audit assessments.

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Sidney Kess, CPA, JD, LLM and Robert Keebler, CPA, MST
Highlights of the New Extender Legislation & Its Impact on 2006 Tax Returns.
Plus, Sid and Bob’s 10 Best Ideas to Reduce Your Client’s Taxes and Keep You Busy Throughout the Summer.

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Robert Keebler, CPA, MST
New Opportunities and More in Charitable Giving - examining the nuances of the exciting new tax savings opportunities available through charitable planning.

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Robert Keebler, CPA, MST and Jeremiah W. Doyle, IV, Esq.
Fiduciary Tax Update

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Robert Keebler, CPA, MST
Coordinating Income and Estate Tax Planning for IRAs & Qualified Plans
Retirement distribution planning is often understood from an investment perspective. However, many do not fully understand the complex tax rules associated with this kind of planning, and coordination of these rules is often made even more difficult by clients’ different advisors working in isolation. During this teleconference, we will discuss the critical tax aspects of retirement distribution planning and ways to avoid some of the most common mistakes.

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Michael Kresl, CPA and Robert Keebler, CPA, MST
Retirement Contribution Plan Update
This teleconference will cover section 412(i) plans and traditional defined benefit plans after the Pension Protection Act of 2006. Specifically, Mike Kresl will teach Cursory Review of Defined Benefit Plans; Section 412(i) “fully insured plans,” including their characteristics and typical uses in the field; IRS Audits of “Abusive 412(i) Plans,” including IRS definitions, examples of “abusive” plans, and “GATT Limits” controversy and active plans; and New Defined Benefit Planning opportunities with the PPA of 2006, including “Cash Balance Plans,” and Combined Defined Benefit and Defined Contribution Plans.

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Robert Keebler, CPA, MST, DEP
Mathematics of Estate Planning
Most practitioners understand the basic advantages of transactions such as GRATs, SCINs, and private annuities. What many do not understand, however, are the quantitative "forces" that make these transactions work. During this teleconference, we will discuss the mathematics behind the most popular estate planning transactions used today and how these transactions can be used in combination with each other so as to create the perfect hedge against estate and gift taxes.

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Sam Torolopoulos, CPA and Robert Keebler, CPA, MST, DEP
Practical Applications of Employee Stock Ownership Plans (ESOPs)
ESOPs are a highly under-utilized planning tool that, while complex, offer tremendous benefits for owners of closely held businesses. Unfortunately, perhaps because of their complexity, many advisors overlook ESOPs when working with closely held business owners. This teleconference will introduce you to ESOPs, including their advantages and disadvantages; explain when and how an ESOP may be a viable option for a closely held business owner looking to pass ownership of the business while increasing liquidity; and help you identify potential ESOP candidates.

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Sid Kess, CPA, JD, LLM and Robert Keebler, CPA, MST, DEP
Year-End Tax Planning
Year End Planning Ideas
- New opportunities for 2007 and later years
… For individuals
… For businesses
- Impact of indexing provisions on year-end planning for 2007
- Final opportunities for year-end planning if certain expiring provisions are not extended
- 2007 tax planning after December 31, 2007
- Planning strategies in an uncertain tax climate
- Impact of new preparer penalties on planning

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Robert Keebler, CPA, MST, DEP

The Mathematics of Roth Conversions, Stretch IRAs and Life Insurance Used to Protect IRAs

While most professional advisors generally understand the overall tax issues relating to qualified plans, traditional IRAs and Roth IRAs, many do not truly understand the economic factors which make these qualified retirement accounts an effective wealth transfer vehicle. During this telephone conference we will discuss some of the advanced quantitative principles of qualified account distributions and Roth IRA conversions. More importantly, though, during this seminar we will discuss the mathematics behind "stretch" IRAs and Roth IRAs.
In particular, during this session we will discuss the following topics:
− Required minimum distributions (RMDs)
− Naming a trust as a qualified beneficiary of an IRA
− "Stretch" IRAs
− Using life insurance to preserve qualified plan/IRA funds
− Mathematics of Roth IRA conversions

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Rick Taylor, CPA and Robert Keebler, CPA, MST, DEP

2007 in Review

“More-likely-than-not” We’re in the IRS Now! This session is a wide-angle review of the most important judicial, legislative and regulatory developments for 2006-2007 from the practitioner’s perspective, with special emphasis on identifying critical issues and key planning opportunities for your individual and closely held clients.

Purchase the recordings of the 2007 CPE Series Teleconferences

• January 16, 2007: Highlights of the New Extender Legislation & Its Impact on 2006 Tax Returns Sidney Kess, CPA, JD, LLM and Robert Keebler, CPA, MST
• February 6, 2007: Comprehensive Estate & Financial Planning Checklist
• April 30, 2007: New Opportunities and More in Charitable Giving
• May 14, 2007: Fiduciary Tax Update
• June 22, 2007: Coordinating Income and Estate Tax Planning for IRAs & Qualified Plans
• July 19, 2007: Retirement Contribution Plan Update
• August 23, 2007: Mathematics of Estate Planning
• September 21, 2007: Practical Applications of Employee Stock Ownership Plans (ESOPs)
• October 22, 2007: Year-End Tax Planning
• November 16, 2007: The Mathematics of Roth Conversions, Stretch IRAs and Life Insurance Used to Protect IRAs
• December 14, 2007: 2007 in Review