Upcoming Events

Please check back regularly for an updated listing of all of Bob’s live webinars and conferences. Please follow the links provided for additional details on each event and information on how to register/attend!

Dec. 3

Charity and The Tax Code (After the SECURE Act)

Thursday, December 3

12:00 PM EDT – 1:30 PM ET

Charity and The Tax Code (After the SECURE Act)

Most estate planners are well aware that charitable giving is an important tax planning issue, particularly because the best plan changes as there are changes in tax law. However, by keeping current, one can properly plan how, when and what to give in order to maximize the impact of your contribution.

But, you need to better understand how changes in the tax laws impact the planning recommendations that you make for your clients.

For more information or to register click here:

Details

Dec. 8

Understanding the Tax Basis Rules When Assets are Acquired by Gift or Inheritance

Tuesday, December 8

12:00 PM EDT – 1:30 PM ET

Understanding the Tax Basis Rules When Assets are Acquired by Gift or Inheritance

For most of your clients, capital gains taxes (and planning to avoid them) have become a far greater concern than estate taxes.

If you’re a CPA, estate planning attorney, or financial advisor, you already know the general concept of how capital gains are measured – – the amount of sales or other proceeds in excess of “basis”.  But are you aware of the intricacies of how basis is computed, particularly in these events…

  • When assets are acquired by gift (including a gift in a trust)?
  • When they were previously sold to an IDGT (or a non-grantor trust)?
  • When they’re acquired from a decedent (including the impact of state community property and separate property rules and potential “step-down” in basis)?
  • When assets acquired at the original owner’s death in trust and subject to a power of appointment?
  • When assets are inherited back by a donor (gift maker) after the donee (recipient of the gift) dies?
  • How the calculation of basis is affected when nonqualified annuities, IRAs and other items of IRD (like installment notes) are involved?

For more information or to register click here:

Details

Dec. 11

Mathematically Oriented Planning Techniques: How They are Quantified to Determine the Techniques Best Suited for a Particular Client

Friday, December 11

3:00 PM EDT – 4:30 PM ET

Mathematically Oriented Planning Techniques: How They are Quantified to Determine the Techniques Best Suited for a Particular Client

As estate planners, we’re often called upon by our clients to demonstrate how sophisticated, mathematically oriented planning techniques can be appropriate, and how they can benefit clients and their families. For over 35 years, Bob Keebler has done financial modeling for his upscale clients using a variety of tools and calculators. In his exclusive LISI Webinar, Bob will review how he uses a number of planning tools, including:

1)   Excel

2)   Number Cruncher

3)   706 software for difficult/interrelated IRC §2013 computations

4)   Vince Lackner’s 6-in-1

5)   Larry Katzenstein’s Tiger Tables

6)   A PU calculator

For more information or to register click here:

Details

Dec. 15

Understanding and Taking Maximum Advantage of the GST Rules — 2020 Update

Tuesday, December 15

12:00 PM EDT – 1:30 PM ET

Understanding and Taking Maximum Advantage of the GST Rules — 2020 Update

With the current, high estate tax exemption, many practitioners believe “generation skipping” tax planning (keeping inherited assets out of the children’s taxable estates) is no longer needed for most clients, just for very large estates.

However, the estate tax exemption could be frozen or even reduced after the 2020 Presidential election.  Even if this doesn’t happen, many married estates will likely underutilize the “generation skipping tax” (“GST”) exemption because it isn’t subject to portability. And keep in mind that inherited estates may grow during children’s lifetimes because, even in moderate sized parents’ estates, trusts are often being set up for children (such as for asset protection, divorce, blood-line distribution control or income tax reasons).  The reality is, GST planning is appropriate in lots of estates.

For more information or to register click here:

Details