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CPAs and Financial Planners Must Know This about Trusts and Estates

  • AFSP
  • CFE
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CRTP
  • ChFC®
  • FSCP®
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFP (US)

Published: June, 2020

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  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Introduction
    5 mins
  • Legal Principles & Definitions
    10 mins
  • Types of Trusts
    61 mins
  • Trust Accounting Concepts
    85 mins
  • Important Trust Clauses
    93 mins

Course Description

This is a survey course on the intergenerational transfer of property - focusing on what the CPA should know about trusts and estates. It will cover a broad number of topics ranging from the fundamental legal principals necessary for the trust and estate practitioner to understand. The ability of language in the trust instrument accomplish a certain tax result. Specific topics include:

  • Legal definitions and principals involving estates and trusts
  • Basic principles regarding property ownership
  • Types of trusts commonly used
  • Trust accounting fundamentals
  • Certain clauses that are important to understand
  • Formula valuation clauses
  • Requirements for a trust to be a qualified designated beneficiary of an IRA
  • Using IRD to fund charitable bequests

This webinar is specifically meant for CPAs and Financial Planners so that develop fundamental understanding about Trust and Estate in order to serve their client better. Robert Keebler is expert advisor family wealth transfer. estate tax planning and retirement distribution planning advisor. Your read more about him on following link 

https://keeblerandassociates.com/about/

Learning Objectives

  • Learn how to read and understand estate planning instruments.
  • Learn basic fiduciary accounting principles and fundamentals
  • Learn about select planning opportunities and traps
  • Identify certain clauses that are Important to understand and basic principles regarding property ownership
  • Identify Requirements for a trust to be a qualified designated beneficiary of an IRA

Who Should Attend?

  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros

Course Qualification

Webinar Qualifies For

  • 2 CE Credit for Certified Financial Planner (US) (Approval No. 290808)
  • 2 CE Credit for Wealth Management Certified Professional (WMCP)
  • 2 CPD Credit for Trust and Estate Practitioners (TEP)
  • 2 CE Credit for Tax Professionals (Approval No. GEHNZ-T-00164-20-S)
  • 2 CE Credit for Retirement Income Certified Professional (RICP)
  • 2 CPD Credit for Personal Financial Specialist (PFS)
  • 2 CE Credit for Financial Services Certified Professional (FSCP®)
  • 2 CE Credit for Annual Filing Season Program (AFSP)
  • 2 CE Credit for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0176)
  • 2 CPE Credit for Certified Fraud Examiner (CFE)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 CE Credit for Chartered Advisor in Senior Living (CASL)
  • 2 CE Credit for Chartered Financial Consultant (ChFC®)
  • 2 CE Credit for Chartered Special Needs Consultant (ChSNC)
  • 2 CE Credit of Federal Tax Related Matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00164-20-S)

Presenter

About Presenter

Robert Keebler, CPA (US), CGMA, CPA/PFS, AEP

Partner Keebler & Associates LLP

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.


About Company

Keebler & Associates LLP

www.keeblerandassociates.com

At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.

Faq

FAQs content

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Ratings and Review

4.4

228 Ratings

Excellent

119

Very Good

82

Average

25

Poor

1

Terrible

1

HS

Herbert Schectman, ACCT/BK, CPA (US), Tax Pros

Jan 11th, 2022

GREAT

TK

Tyler Konarik, CPA (US)

Dec 29th, 2021

Great trust information really great stuff

SM

Sarah Manning, ACCT/BK, CPA (US)

Dec 29th, 2021

Great refresher with great insight

MH

Michelle Hallstrom, CPA (US)

Dec 22nd, 2021

This was a great educational training. I refreshed my knowledge of the different trust types.

KK

Keith Knabe, CPA (US)

Dec 15th, 2021

The instructor covered an amazing amount of material in the short time allocated. But I understood most of it and got a lot out of the class.