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The Best of Income Tax and Estate Planning: Top Planning Ideas for 2022

THE BEST OF INCOME TAX AND ESTATE PLANNING: TOP PLANNING IDEAS FOR 2022

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 23, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

With the new year and new tax laws, you must update your planning strategies and take advantage of the myriad of opportunities. Bob will cover the latest and most innovative planning strategies for 2022. This class is ideal for anyone advising wealthy clients. It will cover the best ideas from Bob’s book The Top 40 Planning Ideas for 2022.

Learning Objectives:


  • Recall charitable remainder trusts

  • Identify Roth IRA conversions and relocations

  • Describe two-year installment sales

  • Recognize family limited partnerships

  • Define dynasty trusts

  • Give examples of spousal limited access trusts

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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 the National Association of Estate Planners & Councils. CPA Magazine has also named him 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 estate, gift, and income tax examinations and appeals. 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 Our Presenter

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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.