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Course/Product Description

Tax Relief Act Of 2010 & Estate Planning Opportunities In 2011 & 2012

Date / Time: Recorded
Format: Audio Conference

Tax Relief Act Of 2010 & Estate Planning Opportunities In 2011 & 2012

Learn how to help your clients with income tax and retirement planning in 2011!

Update yourself with the latest information so you can advise your clients given the current state of the tax law - and new opportunities that may benefit them.

This 90-minute training session reviews a range of practical income tax and retirement planning approaches as you walk through a checklist of tax savings opportunities that you can bring to your clients to potentially reduce their tax burdens this year and going forward.

Learning Objectives

By attending, you and/or your colleagues will learn helpful tips and practical suggestions about:

  • New estate/gift/GST provisions for 2011 and 2012
  • How portability in 2011 and 2012 affects future estate planning
  • How the 2010 modified carryover basis rules work and when do they apply
  • Cautions about electing into the estate tax or electing into the modified carryover basis rules for estates in 2010
  • Short-term and long-term estate planning opportunities that can be taken advantage of over the next two years

There also will be a Q&A session immediately following the presentation!

About The Author

Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler &Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States.

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 IRS in the private letter ruling process and in estate, gift, and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression".

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

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Keywords For This Course:

Tax, Estate Planning

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