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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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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, 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 online CPE/CE course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This online continuing education course will provide you with a practical guide to getting involved in estate planning and administration for CPAs, CFPs, TEPs, CTECs, and Other Professionals 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.
In this Online CPE course, you will learn the inter-generational transfer of property - focusing on what the CPA and Other Financial Planners should know about trusts and estates. It will cover a broad number of topics ranging from the fundamental legal principles necessary for the trust and estate practitioner to understand. The ability of language in the trust instrument accomplishes a certain tax result.
This online CPE webinar
covers the following key topics:
Click here for more webinars on Trust, Estate, and Financial Planning
Robert Keebler is an expert advisor on family wealth transfer. estate tax planning and retirement distribution planning advisor.
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.
Duration
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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.
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.
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.
459 Ratings
Excellent
236
Very Good
158
Average
48
Poor
5
Terrible
11
JG
May 12th, 2023
Mr. Keebler is one of your best instructors. He shares the material in an effective manner. I would suggest that the material is updated to reflect our current interest rate environment.
DD
Jun 21st, 2023
He explained the terms and the acronyms clearly. He presented the material at a level I could understand-having no background in estate planning or trusts.
MD
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
Dec 25th, 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
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.
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This course is set to be rescheduled shortly. Please fill out the short form below, and we'll let you know as soon as the course becomes available
1. How can I earn Continuing Education credits for live webinars?
A: To earn credits, you must register for the webcast before it begins. Attend the entire live webinar and respond to polling questions if supported.
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A: Yes, myCPE meets global Continuing Professional Development (CPD-IES7) standards for various accounting and financial professions. Confirm with your licensing organization if needed.
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