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Advanced Personal Financial Planning Conference 2016 - Virtual


Powerful Strategies for the Taxable Estate


Jan 19, 2016 1:50pm ‐ Jan 19, 2016 3:05pm

Description

Many of our clients will benefit significantly by planning early for the estate tax and acting before interest rates rise significantly. Powerful, yet simple, strategies can reduce or eliminate future estate tax liability and are essential knowledge.  Attendees will:
• Learn the essentials of the transfer tax system
• Learn about several strategies that many clients can use to reduce estate taxation

Speaker(s):

  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP

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