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Tuesday, February 23, 2021 | 08:00 AM PST
8 CPE credit of Taxes for all CPAs
8 CPD credit (Verifiable) of Estate Planning for PFSs
8 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
8 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)
8 CE credit of Federal Tax for Oregon Tax Preparers
8 CE credit of Estate or Investment Planning for Maryland Tax Preparers
8 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
8 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )
8 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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Recent shifts and changes in the taxation of estates and trusts have also changed some of the planning techniques that practitioners should consider when advising clients. This 8 hour CPE webinar will help you learn the fundamental concepts of trusts and estates for planning & compliance which will provide your clients with greater value. This 8 hour CPE webinar is divided into 4 sessions and will cover Trusts & Estates, Fundamental of Trust Taxation, Application of 30 common Trusts and IRAs payable to Trusts after Secure Act.
Session 1 - About Trusts and Estates
This is a webinar 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 accomplishes a certain tax result.
Major Topics Covered in Session 1:
Session 2 - Fundamentals of Income Taxation of Trusts & Form 1041 Planning
With more and more trusts being used today and audits of Form 1041 (U.S. Income Tax Return for Estates and Trusts) on the rise, it has never been more critical to understand the ins and outs of income taxation of trusts and estates and the preparation of the Fiduciary Income Tax Return. Recent shifts and changes in the taxation of estates and trusts have also changed some of the planning techniques that practitioners should consider when advising clients.
Even if you are helping clients with a modest net worth, most will set up an inter vivos or testamentary trust or at least their estate will have to file an income tax return. This webinar is therefore helpful because there are many unique aspects to tax accounting for trusts and estates. For example, fiduciary accounting is a unique concept and many other deductions are subject to a different set of rules compared to individuals. This webinar will help you learn specialized knowledge and provide your clients with greater value. This webinar is designed for participants to understand the core concepts of trust and estate income tax preparation. The webinar explains the common terminology and complicated income tax rules of estates and trusts, fiduciary accounting, and an introduction to or refresher on preparing Form 1041.
Major Topics Covered in Session 2:
Session 3 - Efficacy and Application of 30 Common Trusts
When you hear the words “trust” or “trust fund,” the first image that may come to mind is a wealthy family in a mansion with inherited wealth passed down from generation to generation. However, you don’t have to be a member of the Rockefeller or Gates families to set up and benefit from a trust. A trust is a legal vehicle that allows a third party, a trustee, to hold and direct assets in a trust fund on behalf of a beneficiary. A trust greatly expands your options when it comes to managing your assets, whether you’re trying to shield your wealth from taxes or pass it on to your children.
Trust terminology can unfortunately be very confusing. A 100-page document is often named using the terms of a single-clause. However, practitioners must navigate this strange practice if they are to effectively advise their clients. This webinar will cover 30 of the most popular types of trusts and explain in what situations they are generally effective for clients.
Major Topics Covered in Session 3:
Session 4 - IRAs Payable to Trusts After the Secure Act
This is a critical post-Secure Act class for Accounting Professionals, Tax Professionals, Lawyers drafting trusts to receive IRAs at death and the CPAs and Financial advisors that work with those lawyers.
Unfortunately, not enough attention is paid to the tax aspects of IRA planning and the opportunities to preserve retirement funds after death. Nevertheless, with a solid understanding of the post-Secure Act IRA provisions, one will be able to plan around the key issues and identify opportunities. The ten-year rule under 401(a)(9)(H) was layered over the existing statute and underlying 401(a)(9) regulations. Most IRAs will be subject to the ten-year rule, but traps and exceptions continue to exist in the expanded labyrinth of tax and property law surrounding IRA-Trusts.
In this exclusive LISI Webinar, which includes flowcharts, tables, and spreadsheets,
Major Topics Covered in Session 4:
This 8 hour CPE webinar is specifically meant for CPAs and Financial Planners so that develop a fundamental understanding about Trust and Estate in order to serve their client better. Robert Keebler is an expert advisor family wealth transfer. estate tax planning and retirement distribution planning advisor.
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#: 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# : 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.
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.
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.
LQ
Louis Quan ,
Oct 7th 2020
Robert Keebler is an amazing tutor, i really enjoyed learning alot during the 8 hour session discussing the recent shifts and changes in the taxation of estates & trusts since after the Secure act. He shared something about the various trusts as well as state income tax planning for trusts.Attend the session if you are looking to gain more perspective on trusts.
SB
Stephanie Bigwood ,
Dec 30th, 2020
I signed up the day before the course, so I didn't have much time to prepare for the course. I spent all night downloading and printing the handouts as my high-speed printer is not working right now and I was using a portable printer (slow). I will keep studying - the handouts and the presentation were both fantastic; I just need to catch up as it was a lot to take in at one time. Thanks for a great course!
AS
Andrea StMartin ,
Jan 13th, 2021
I think that the speaker reviewed a lot of material.
WB
William Bevan ,
Jan 8th, 2021
Complicated subject matter in a short amount of time. Good high level view of a lot of material.
MJ
Matthew Jordan ,
Dec 16th, 2020
This course provided a lot of information. As someone who was not familiar with trusts and estates, this course was excellent in introducing me to the concepts needed to get started.
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