Webinars With Industry Experts

Minimizing Estate Taxes Of UHNWIs

 

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, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.

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