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Wednesday, February 10, 2021 | 01:30 PM EST
1 CPE credit of Taxes for all CPAs
1 CPD credit (Verifiable) for CPA/PFS
1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)
1 CE credit of Federal Tax Update for Oregon Tax Preparers
1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )
1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)
1 CE credit of Federal Tax for Maryland Tax Preparers
1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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Dec 31, 2020 | 02:30 PM EST View Details
executive overview of repatriation of foreign earnings (topic 606)
Feb 01, 2021 | 10:00 AM EST View Details
excel accountant: taming large spreadsheets
Feb 04, 2021 | 10:00 AM EST View Details
kpi’s (key performance indicators): how to implement them and achieve success through them
Feb 09, 2021 | 10:30 AM EST View Details
dealing with irs collections division (part i)
Feb 18, 2021 | 01:30 PM EST View Details
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Feb 22, 2021 | 10:30 AM EST View Details
tax practitioners ethics - latest
Mar 01, 2021 | 12:30 PM EST View Details
basic excel skills for accountants
Mar 08, 2021 | 10:00 AM EST View Details
corporate external financial reporting decisions
Mar 08, 2021 | 10:00 AM EST View Details
fraud update - latest 2020
Mar 08, 2021 | 10:00 AM EST View Details
interviewing skills for professionals
Mar 08, 2021 | 10:00 AM EST View Details
passive activity loss limitations: working with the complex pal rules & real estate tax issues.
Mar 08, 2021 | 10:00 AM EST View Details
itemized deduction updates - with examples & case studies (basic overview)
Mar 08, 2021 | 10:00 AM EST View Details
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Mar 08, 2021 | 10:30 AM EST View Details
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Mar 08, 2021 | 10:30 AM EST View Details
Whether you’re a lawyer, CPA, trust officer, or financial advisor you need to show your clients that you “CARE.” Section 2202 of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), provides for certain penalty-free distributions and rollovers, and expands retirement plan loans. Many of these provisions, while helpful, are difficult to take advantage of with certainty. However, on May 5, 2020 the Service on its website pushed a “FAQ.”
In his exclusive LISI Webinar, Bob Keebler will analyze this informal guidance in order to help you understand how to help your clients. Specifically, Bob will analyze the following topics with case study examples:
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.
CE
CAREY EDMONDSON ,
Jun 25th 2020
I'm always impressed with the webinars by Bob Keebler! I always gain knowledge from them that I can use personally as well as professionals
RS
Robert Stash ,
Jun 24th, 2020
Robert Keeler is a presenter who will always be concise and clear. He uses plain language and his charting is easy to follow and use.
RC
Ralph Cannata ,
Jun 24th, 2020
The information Bob shared was excellent. He understands all the complications that can come up with IRA trusts and has great solutions.
LE
Luan Edmonds ,
Jun 24th, 2020
Another, masterful webinar by one of the kings of this discipline. Bob's webinars and slides offer great info to assist practitioners in completing many complex tasks. His webinars are not to be missed.
JL
jonas lagrew ,
Jun 24th, 2020
Bob Keebler is an amazing instructor. He manages to present so much information in a small amount of time and does it in a clear and concise manner. I learned so much that I can put to use immediately in my practice!
DE
David Engel ,
Jun 24th, 2020
I have attended a few seminars presented by Bob, and all well presented. We come away with a well understanding of Conduit and Accumulation Trust and how the Roth IRA is affected. Very knowledgeable and passionate about the subject matter.
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