Course Description
This course focuses on the intergenerational transfer of property, providing CPAs with essential knowledge about trusts and estates. It will cover a range of topics, from fundamental legal principles to how specific language in trust documents can achieve particular tax outcomes.
Participants will explore legal definitions and principles related to estates and trusts, understand property ownership fundamentals, and examine the types of trusts commonly utilized. The course will also cover trust accounting basics and important clauses, including formula valuation clauses, that practitioners need to know.
Learning Objectives
This webinar will explore the risks, strategies, and opportunities that retirees encounter in today's evolving retirement landscape, particularly in light of changing tax legislation. Participants will gain a comprehensive understanding of various retirement accounts, including contributions, conversions, and the relevant rules governing these strategies. Additionally, the session will examine different tax models and how shifting legislation can impact retirees and their families.
Learning Objectives
• Assess the risks and benefits associated with Roth conversions.
• Analyze various retirement plans and scenarios to identify the most suitable strategies.
• Understand key elements of investment, tax, and estate planning.
• Evaluate the effectiveness of different retirement strategies.
Credits and Other information
• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement: Yes
• Session Duration: 2 Hours
• Case Studies and Live Q&A session with speaker
• PowerPoint presentation for reference
Who Will Benefit
• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners
Speaker
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 the National Association of Estate Planners & Councils. CPA Magazine has also named him 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.
2 Comments
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