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CPAs and Financial Planners Must Know This About Trusts and Estates

  • Accountant
  • CRTP
  • CFP (US)
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • CSA
  • MRTP
  • ERPA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Most people think estate planning is about their death. But it’s really not. It’s about your control over your assets — control while you’re living, and control after your death. One of the most basic ways to gain control is through a simple will. But for people with more complex concerns, a trust can also come in handy for controlling your assets.

Tax planning takes on more importance when there are different tax rates for individuals and trusts. New ideas for financial planning for retirement must be considered. The purpose of this webinar is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs.This webinar will provide you with a practical guide to getting involved in estate planning and administration for CPAs who are looking for good ideas that can save clients money!

It seems that most webinars of trust and estate planning cover the basic techniques of estate planning and administration, but fail to discuss how to begin practicing in this field, and what the role of the CPA might be.

This webinar learn the inter generational 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

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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeeper
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros

Course Qualification

Webinar Qualifies For

  • 2 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0176)
  • 2 CE Credit of Estate Planning for Certified Financial Planner (US) (Approval No. 273858)
  • 2 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 2 CE Credit for Certified Senior Advisor (CSA)
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 2 CPD Credit for Trust and Estate Practitioners (TEP)
  • 2 CE Credit of Federal Tax Related Matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00164-20-O)
  • 2 CE Credit for Enrolled Retirement Plan Agent
  • 2 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00164-20-O)
  • 2 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00164-20-O)
  • 2 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 2 CE Credit for Certified Wealth Strategist (CWS)
  • 2 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

NASBA APPROVED

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 through its website: www.NASBARegistry.org.

CTEC APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.

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

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.4

387 Ratings

Excellent

200

Very Good

135

Average

46

Poor

4

Terrible

2

MD

Michael Dayoub, CFP (US)

Aug 16th, 2021

Good review of trusts and wills. I passed the CFP 14 yrs ago -- maybe I forgot a lot of this! Plus good reminders on changes to relevant tax laws.

CC

Christina Capron, CPA (US)

Dec 26th, 2021

I thought this was an excellent class but I have fairly advanced knowledge. If I had known less, I would have been lost about several topics.

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.

MH

Michelle Hallstrom, CPA (US)

Dec 22nd, 2021

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

ER

Edmund Ricker, CFP (US), EA

Dec 12th, 2021

Excellent webinar with great practical information and tips that I can use with my clients!

CPAs and Financial Planners Must Know This About Trusts and Estates

PREMIUM

2 Credits

Subject Area

Taxes

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