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CPAs and Financial Planners Must Know This About Trusts and Estates

4.5 (42)

Robert Keebler, CPA, CGMA, CPA/PFS, AEP

Keebler & Associates LLP

Thursday, March 11, 2021 | 10:00 AM EDT

  • CPA Canada
  • CFP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
  • ERPA

2 Credits

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax Related Matters for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00164-20-O)

2 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0176)

2 CPD credit (Verifiable) for CPA/PFS

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

2 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00164-20-O)

2 CE credit of Estate Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 289875)

2 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-T-00164-20-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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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

Testimonial

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(
    [no_of_record] => 42
    [average] => 4.4524
)
 

4.5

(42)
60%
26%
14%
0%
0%

JV

Outstanding information! We stress with our business owners and clients that almost every tax or estate challenge has already been solved by clever tax attorneys. The client only needs to define their expected outcome as step 1. This presentation was 100% proof of the accuracy of our belief. Great job Robert!

MBR

The sense of humor by one of the presenters (including the puppet at the beginning... that was a nice touch) helped break the ice. The knowledge in estate planning and maneuvering will go a long way in navigating the complicated tax environment in the COVID-19 era.

KS

Excellent presentation and information chosen esp the Section 139 and 642(c)(1) data. Fast paced which is a plus to me and to the point strategies. Will continue with other Baruch courses and ordered the two books. Thank you, Mr. Robert!

SD

Fabulous webinar. Excellent presentation and material. Only issue I had was just before poll 5 ( 7.42am PT ) I got disconnected. Not sure why, because I hadn't touched anything ( internet connection was said to have been withdrawn & I checked all the cables, etc.... all in apparent order ). By re joining the webinar, I was able to get to answer poll 6. Again, very excellent webinar. These guys are so up to date

RP

Being a new EA, this course was a bit like drinking from a fire hydrant. I had not been concentrating on trusts, but I will definitely look at them in the future for my clients' planning purposes.

LB

The presenter was very knowledgeable and was able to keep my attention. I learned a lot of things that I did not know, and will be doing further research to gain more knowledge on the subject. I appreciate his thorough handouts and his explanations of things that were hard to process without such.