Events

NAEPC Webinar - 2021 Income Tax Planning Strategies including IRA Strategies
Wednesday, June 23, 2021, 03:00pm - 04:00pm
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Robert G. Alexander Webinar Series / Upcoming Program

 
 

2021 Income Tax Planning Strategies including IRA Strategies

Speaker: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
Date: Wednesday, June 23, 2021, 3:00pm - 4:00pm ET

About the Program

Spurred by the events in 2020, the growing consensus is that there will be significant changes to the income tax code targeted to raise additional revenue from wealthier persons. There may be only months to capture fading opportunities. President Biden made specific campaign promises to increase income taxes. Moreover, President Biden’s current legislative push, the American Families Plan, includes specific and significant income tax changes. This course will focus on the best planning strategies in preparation for reform.

About the Speaker

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 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 250 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 25 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 and is the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.

Register for the Webinar

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Continuing education credit is available at most webinars for Accredited Estate Planner® designees.  In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file.  It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.  Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. prior to attending your first program if you have any questions with regard to the availability of credit.

Registration Fees

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