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CPA - small firm
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Enrolled Agent
This advanced-level program provides a deep dive into critical tax elections and planning strategies related to gift, estate, and fiduciary income tax returns. Through a detailed analysis of Forms 709, 706, and 1041, attendees will explore the interplay of elections that impact marital deductions, gift-splitting, GST allocations, and income reporting in the year of death. Real-life scenarios and compliance pitfalls will be discussed to help practitioners navigate complex decisions, protect executors, and optimize outcomes for high-net-worth individuals and their beneficiaries.
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Identify key elections available on Forms 1041, 706, and 709, including QTIP elections, alternate valuation, portability, and IRC §645 elections
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Evaluate the gift-splitting rules and their impact on the unified credit, marital deduction, and potential estate inclusion under IRC §2035
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Recognize proper generation-skipping transfer (GST) tax planning techniques, including automatic allocation rules and the use of GST trusts
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Differentiate between deductible administrative expenses on Form 706 versus Form 1041 and explain the strategic tax implications of their allocation
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Summarize the disclosure requirements necessary to start the statute of limitations for gift tax purposes, including adequate disclosure standards under IRC §6501(c)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
Partner
[email protected]
(920) 593-1701
Robert S. Keebler, CPA/PFS, 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 Forbes as one of the 2024 America’s Top 200 CPAs, 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 350 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 30 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. He also served as chair of the AICPA’s Advanced Estate Planning Conference from 2014-2020. Mr. Keebler received an award from CPAacademy for Top Presenter 2022. This award honors those who are committed to the education of accounting professionals and shares their knowledge in an open and easily accessible format.
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