Estate planning goes far beyond drafting a simple will. For high-net-worth individuals, business owners, and families with complex financial situations, advanced strategies are essential to preserve wealth, minimize taxes, and ensure a smooth transfer of assets.
This webinar provides an in-depth look at sophisticated estate planning techniques designed to protect your legacy while aligning with current tax laws and regulatory changes. Our expert presenter will cover advanced tools such as trusts, family limited partnerships, charitable giving strategies, and generation-skipping transfers, along with practical approaches to handling business succession and multistate or international considerations.
Attendees will gain a clear understanding of how to design and implement estate plans that address both financial and personal goals, while minimizing tax burdens and potential disputes.
Whether you are advising clients or planning your own estate, this session will provide the insight and strategies needed to ensure long-term wealth preservation and smooth generational transitions.
Learning Objectives:
• Understand advanced estate planning strategies and how they differ from basic planning techniques.
• Evaluate the use of trusts, family limited partnerships, and charitable planning tools to achieve client goals.
• Apply strategies for minimizing estate, gift, and generation-skipping transfer taxes.
• Recognize best practices for business succession planning and preserving family wealth.
• Identify potential pitfalls, legal challenges, and compliance issues in complex estate plans.
• Develop customized planning approaches for clients with multistate or international considerations.
Credits and Other information:
• Credit: 2.0 (Taxes)
• Level: Basic
• Format: Live online webinar
• Duration: 120 minutes
• Requirement: Full attendance
• Prep: None needed
Who Will Benefit:
• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners
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.
Gosh william I'm telling crikey burke I don't want no agro A bit of how's your father bugger all mate off his nut that, what a plonker cuppa owt to do
2 Comments
Eleanor Fant
July 14, 2022So I said lurgy dropped a clanger Jeffrey bugger cuppa gosh David blatant have it, standard A bit of how's your father my lady absolutely.
Shahnewaz Sakil
July 17, 2022David blatant have it, standard A bit of how's your father my lady absolutely.