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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.

$79.20 - $119
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

May 18, 2021

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Robert S. Keebler

Availability

3 months

Product Number

WC3058370

 Part of Webcast Pass
 Business & partner 
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
Credit Info
CPE Credits
2
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning concepts
Access
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
Duration
2 hrs
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$119.00
AICPA Members
$99.00
PFP Section Members
$79.20
PFS Credential Holders
$79.20

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

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.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Cancellation Policy
View our Cancellation policy here
Large IRAs: Wealth Transfer Planning Strategies for Your Clients
May 18, 2021
Select from the following options:
May 18, 2021
5pm7pm GMT
Nonmember Price
$119.00
Price excluding sales tax
$119.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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