The One Big Beautiful Bill: 8 Key Takeaways for Estate Planners (Free to Members)
Available Until
Online
1.80 Credits
Member Price $0.00
Non-Member Price $59.00
Overview
The passage of the OBBBA provides certainty to clients and, more importantly, new opportunities. This session will cover the most critical changes for estate planners and provide actionable ideas to provide value for clients. Topics will include the basic exclusion amount, bracket structure, new limitations on itemized deductions, Section 199A for trusts and estates, increased business expensing, and more.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
Leader(s):
Leader Bios
Robert Keebler, Partner, Keebler & Associates LLP
Robert S. Keebler, CPA/PFS, 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 Forbes as one of the 2024 America’s Top 200 CPAs, 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 350 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. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 30 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute. He also served as chair of the AICPA’s Advanced Estate Planning Conference from 2014-2020. Mr. Keebler received an award from CPAacademy for Top Presenter 2022. This award honors those who are committed to the education of accounting professionals and shares their knowledge in an open and easily accessible format. He also received an award for Top Tax Educator of the Year for 2021-22 from myCPE for outstanding contributions in the field of tax education and exceptional dedication to the field. Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) Robert.Keebler@KeeblerandAssociates.com
Non-Member Price $59.00
Member Price $0.00