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Event 

Minimizing Estate Taxes Of UHNWIs
Category:
Financial Advisor Webinar Series
Title:
Minimizing Estate Taxes Of UHNWIs
Presenter:
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Company:
Keebler & Associates, LLP
When:
07/19/17  4:00 PM EST - 5:00 PM EST
Replay:
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CE Credit:
CFP®
IMCA
Program Id:580947691
Event rating:
User rating
 
4.8 (51)

Description

Minimizing estate taxes can save clients tens of thousands of dollars. Amid the patchwork of state and federal rules, low-rates and inflation, and a huge bull market, this session refreshes you on specialized terms, techniques, and timely tips, including:

Portability of exclusions
Annual exclusion gifts
Lifetime exemption gifts
Taxable gifts
Intra-family loans
Dynasty Trusts
Grantor Retained Annuity Trusts
Sales to Intentionally Defective Grantor Trusts

To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.


This webinar is eligible for IRS EA CE, IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.



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marcos@loyola-asset.com Reviewed by marcos@loyola-asset.com
July 18, 2017

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July 18, 2017

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cindy@contourfinancial.com Reviewed by cindy@contourfinancial.com
July 18, 2017
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amc88 Reviewed by amc88
July 18, 2017

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Loved it! Very good information.
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martkurtz Reviewed by martkurtz
July 18, 2017

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