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Large IRAs: Wealth Transfer Planning Strategies for Your Clients
Personal Financial Planning
Webcast

Large IRAs: Wealth Transfer Planning Strategies for Your Clients

IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Learn everything you need to know about planning with large IRAs in 2021 and beyond.

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Instructor

Robert S. Keebler

Availability

3 months

Product Number

WC3058370

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Product Details

Master the complexities of IRA planning

Learn everything you need to know about planning with large IRAs in 2021 and beyond in this webcast led by Bob Keebler, CPA/PFS, MST.

IRA planning is complex and requires a mastery of property law, income tax, estate tax and finance. Some planning techniques focus on financial engineering, such as converting traditional accounts to a Roth account or increasing taxable distributions to move funds to life insurance. Others involve a significant charitable/legal component, such as leaving funds to variations of charitable remainder trusts.

Join this webcast to come away with an understanding of the following:

  • Overview of SECURE
  • Roth conversions
  • Charitable remainder trust strategies
  • Insurance strategies
  • State IRA income tax strategy trusts
  • Multi-generational accumulation trust sprinkling

Key Topics

  • Income, estate and gift taxes
  • Generation-skipping transfer taxes
  • Income §691(c) deduction and its failures
  • State estate taxes
  • State income taxes

Learning Outcomes

  • Determine what you need to know about Roth conversion planning with large IRAs
  • Identify how the SECURE Act impacts IRA wealth transfer planning
  • Analyze charitable remainder trust strategies
  • Apply powerhouse life insurance strategies
  • Identify state income tax strategy trusts
  • Use multi-generational trust sprinkling
  • Determine why the 691(c) deduction fails to truly benefit the beneficiaries

Who Will Benefit

  • CPAs
  • Financial planners
  • Tax professionals
  • Other qualified professionals
More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning concepts
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

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Start order

6+ registrants

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US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
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 (Distinguished) award from the National Association of Estate Planners & Councils. He has 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 150 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. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.
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