Estate Tax Planning for a Lower Estate Tax Exemption

  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CPA (US)
  • CVA
  • EA
  • ORTP
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • MRTP
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CBA/MCBA
  • CFIRS
  • CWS

Published: November, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Statute of Limitations
    9 mins
  • Grantor Trusts
    19 mins
  • Portability Basics
    26 mins
  • Theoretical Gift Tax Math
    37 mins
  • Estate Inclusion Issue
    40 mins

Course Description

The rate of estate tax policy change will likely increase, affecting quite a bit of your clients. The Democratic Party, based on their prior attempts, will more than likely lower the estate tax exemption, which will bring clients from not having to pay Estate tax to the possibility that they might now have to pay it. To help minimize your clients’ estate tax at death, it is crucial to understand what can be done now.

Whether, you’re a financial advisor, CPA, or attorney, clients will be looking to you for the best estate tax strategies.

This online professional continuing education session will provide, ideas, tips, and tools to help plan your client’s estate tax planning. Bob will cover the following and much more:

  • A detailed review of President Biden’s estate tax policy proposals
  • Advanced Roth conversions
  • Urgent estate and gift planning 
  • Reduction of the estate and gift exemption
  • The end of GRATs, IDGTs, and dynasty trusts
  • Drafting strategies in the event of retroactive changes to the gift tax exemption
  • How to plan for carryover basis
  • Changes to the annual exclusion
  • Taxable Gifts
  • Estate inclusion issue
  • The basics and the issues of portability 
  • And Much, Much More!


Click here to access more webinars on  Trust & Estate Planning | IRS And Audit RepresentationLatest Tax Updates

Learning Objectives

  • To review of President Biden’s estate tax policy proposals along with what has been proposed by the Democratic party in the past
  • To review the basics and issues of Portability – including the deceased spousal unused exclusion amount
  • To review of Estate/Gift Tax Law – current law
  • To discuss detailed breakdown of the Basis of Gifted Property at Death
  • To analyze the calculations for taxable gifts and the Estate Inclusion Issue

Recommended For

  • This estate planning online CPE webinar is recommended for any Finance Professional or Planner who work with clients on the Retirement, Estate and Trust or Financial Planning.
  • This CPE webinar is recommended for CPA, CPA/PFS, Trust and Estate Practitioners (TEP), Financial planners and all other Professionals engaged in Financial Planning of their Clients.
  • This IRS approved CE course is recommended for EAs, AFSPs, and Other Tax Professionals engaged in tax planning for their clients.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-U-00394-21-S)
  • 1 CPE Credit of Taxes for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Taxes for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit of Taxes for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CE Credit for Certified Senior Advisor (CSA)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0395)
  • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
  • 1 CPE Credit of Taxes for Financial Services Certified Professional (FSCP)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CPE Credit of Taxes for Retirement Income Certified Professional (RICP)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPE Credit of Taxes for Wealth Management Certified Professional (WMCP)
  • 1 CE Credit of Estate Planning for Certified Financial Planner (US) (Approval No. 299088)
  • 1 CE Credit for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-00394-21-S)
  • 1 CE Credit for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-00394-21-S)
  • 1 CPE Credit for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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.

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