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!

Jan. 28

Estate Administration for IRAs and Qualified Plans After the SECURE Act

Thursday, January 28

12:00 PM EDT – 1:30 PM ET

Estate Administration for IRAs and Qualified Plans After the SECURE Act

The SECURE Act’s 10-year rule now dramatically changes most of the tried and true planning principles.  As an estate planner, how you will want to advise clients and approach spousal rollovers, disclaimer and income tax planning, and beneficiary payouts for IRAs and Roth IRAs are going to be drastically different.

Finding a balance between tax law, financial and property law issues, and now the SECURE Act is a maze that estate planners of all designations will need to know how to help navigate their clients and their families through.

This is why you will want to be sure to join us and nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, for a timely presentation on Thursday, January 28, 2021 at 9am Pacific Time (12pm Eastern Time) entitled, “Estate Administration for IRAs and Qualified Plans After the SECURE Act”.

For more information or to register click here:

Details

Feb. 3

Fundamentals of Fiduciary Taxation and Form 1041

Wednesday, February 3

3:00 PM EDT – 4:30 PM ET

Fundamentals of Fiduciary Taxation and Form 1041

In the next  nine months you will be preparing and reviewing many 1041s and even experienced practitioners will benefit from a review while newer lawyers, CPAs and trust experts will want to establish a solid fiduciary tax foundation.  It is critical to understand who pays taxes for ongoing trustee and who pays income taxes during an estate administration.  Even if you do not prepare the returns an understanding of the flow of income from a trust to the beneficiary is critical for both lawyers and trust officers.

For more information or to register click here:

Details