Advanced Estate Planning (as part of AICPA ENGAGE 2018)


This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2018)

Standard: $459.00

Products

Tax Reform Panel (Complimentary Session)

Preview Available

Tax Reform Panel (Complimentary Session)


Identification: EST18103

Bonus session: available onsite only.

Speaker(s):
  • Paul S. Lee, J.D., LL.M. (Taxation), Global Fiduciary Strategist, Northern Trust Company
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP
  • Jeremiah W. Doyle, LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management
Tags: EST
Standard: $49.00

U.S. Tax Implications of Cross Border Activities

Preview Available

U.S. Tax Implications of Cross Border Activities


Identification: EST18ER02

The session will explore U.S. income, estate and gift tax implications of foreign investment and activities in the United States as well as reporting obligations of U.S. taxpayers with offshore activities. 1. Gain an understanding of U.S. tax law impacting foreign activity in the U.S. 2. Understand U.S. reporting requirements for U.S. taxpayers with activities and investments outside the U.S.

Speaker(s):
Tags: EST
Standard: $49.00

Private Placement Life Insurance as a Tax Strategy

Preview Available

Private Placement Life Insurance as a Tax Strategy


Identification: EST18ER03

This session will: -Provide education on the attributes and tax characteristics of Private Placement Variable Annuities. - Provide education on the attributes and tax characteristics of Private Placement Life Insurance. - Provide Case Studies on specific planning applications for both products. - Provide color on the effect of new tax legislation on the products. - Provide an update the ever expanding landscape of the available investment options within these products and the rules governing them.

Speaker(s):
Tags: EST
Standard: $49.00

Estate Planning Update

Preview Available

Estate Planning Update


Identification: EST1801

This discussion will consider recent cases, rulings and legislation regarding the estate -- gift and generation skipping tax.

Learning objectives:

• Understand the new tax bill and how it impacts estate plans.

• Understand the new estate planning concepts.

Speaker(s):
Tags: EST
Standard: $49.00

Planning for Section 199A Including Estates and Trusts

Preview Available

Planning for Section 199A Including Estates and Trusts


Identification: ENG1801

The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This session focuses on strategies involving trusts and estates that will help your clients optimize the deduction. This session will help you:

• Understand the $157,500 limitation for trusts and why this is a tremendous opportunity
• Use 754 elections to create additional qualified property
• Plan for the new Kiddie Tax when property is held by children and grandchildren

Speaker(s):
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP
Tags: PFP EST
Standard: $49.00

Practical Implementation of Wealth Transfer Strategies

Preview Available

Practical Implementation of Wealth Transfer Strategies


Identification: ENG1803

Many advisors shy away from implementing and administering advanced estate planning strategies. Gaining the knowledge and confidence to add these services to your practice can provide tremendous value to your clients. In this session we will discuss the implementation and administration of two specific strategies. Grantor Retained Annuity Trusts and Sales to Intentionally Defective Grantor Trusts.

Learning objectives:

• High level overview of Grantor Retained Annuity Trusts and Intentionally Defective Grantor Trusts

• Identifying opportunities to use the above techniques

• Understanding best practices and traps when implementing the above techniques.

Speaker(s):
  • Brian King, Officer - Other Non-Financial, Plancorp
Tags: PFP EST
Standard: $49.00

Estate Planning Speed Round!

Preview Available

Estate Planning Speed Round!


Identification: EST1802

The four topics presented for this session will be:

• Rev Proc 2016-47 – Hardship Relief for late rollover by Steve Bigge

• Rev Proc 2017-34 – Portability relief by Peggy Ugent

• Disclaimers – by Fran Schafer

• Charitable rollovers – by Ted Batson

Speaker(s):
Tags: EST
Standard: $49.00

Advanced 199A

Preview Available

Advanced 199A


Identification: EST1803

The new Section 199A 20% small business deduction is one of the largest opportunities in the Tax Cuts and Jobs Act. This session focuses on the detailed mechanics of the new code Section and best planning techniques.

• Understanding the four types of taxpayers

• What is a Specified Service Trade or Business

• The mathematics of the limitations based on W-2 wages and qualified property

Speaker(s):
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP
Tags: EST
Standard: $49.00

The Use of Trusts in Planning One's Estate

Preview Available

The Use of Trusts in Planning One's Estate


Identification: EST1805

This session will focus on the non tax advantages and tax advantages of using a trust in planning ones estate.

Learning Objectives:
• Determine what type of trust may be necessary for a clients tax and non tax objectives to be achieved.
• Learn how trusts can help avoid delay, save costs and provide security to a client's family.

Speaker(s):
Tags: EST
Standard: $49.00

Tax Filing Issue for Decedents

Preview Available

Tax Filing Issue for Decedents


Identification: EST1806

The income tax return for a decedent has special rules that the CPA must navigate. This session will discuss what special issues arise when filing a decedent's income tax return and what elections are available on the decedent's final income tax return.

• Learn what special rules apply when preparing a decedent's final income tax return

• Learn how to anticipate an IRS audit and how to prepare for a successful outcome

Speaker(s):
  • Jeremiah W. Doyle, LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management
Tags: EST
Standard: $49.00
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