Estate Tax Update: Key Changes and Planning Strategies 0.2 Credit
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The potential repeal of the Estate Tax in 2025 could bring major shifts in wealth transfer planning. With several bills in Congress proposing estate tax elimination, financial professionals must consider critical implications.Â
This CE nano-learning course by Robert Keebler explores key legislative proposals and their far-reaching effects on estate, gift, and GSTT planning. We’ll discuss the risks of repeal, including challenges with funding clauses, portability concerns, and how trusts may be impacted if the tax is later reinstated. Attendees will gain actionable insights to proactively structure estate plans, secure tax exemptions, and navigate potential legal uncertainties.
Major Topics:Â
Join us and understand the complexities of estate tax repeal and its possible return to prepare your clients for what's ahead. Stay ahead of legislative changes and equip yourself with strategies to minimize risk and preserve wealth.
At this time, Nano-learning is not accepted by all state boards. If you are not sure whether your state board accepts Nano-learning, you can ask your state board or visit the NASBA registry.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 0.2 CPE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 0.2 CPD | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 0.2 CPE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 0.2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 0.2 CPE | Eligible |
Credits
0.2
Course Level
Basic
Instructional Method
Nano Learning
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
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. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 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.

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