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The Mathematics of Estate Planning
A Live Audio Seminar from CCH
Thursday, July 23, 2009 - 1 PM Eastern; Noon Central; 11 AM Mountain; 10 AM Pacific
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
Invite Colleagues, Customers, Prospects and Business Referral Sources to Join You!
Learn How “Doing the Math” Can Add up for Your Clients and Your Firm
Most practitioners understand the basic advantages of transactions such as GRATs, SCINs and private annuities. What many do not understand, however, are the quantitative “forces” that make these transactions work. Once understood from a quantitative perspective, it is easier to effectively design a successful overall estate plan for your clients. Arming yourself with this critical information can only enhance your role as trusted adviser, benefiting both your clients’ and your firm’s bottomline.
This two-hour audio seminar on Thursday, July 23, is presented by noted estate planning expert, Robert Keebler, CPA, M.S.T., DEP. This informative and convenient session will discuss the mathematics behind the most popular estate planning transactions used today and demonstrate how these transactions can be used in combination with each other so as to create the perfect hedge against estate and gift taxes. Given today’s economic uncertainty, coupled with estate and gift tax rules that are at historic pro-taxpayer levels, this is a can’t miss opportunity to gain valuable strategic insights to share and implement with your clients. Time will be provided to ask your most pressing questions directly to Mr. Keebler via phone or e-mail during the program.
Program Topics
Among the topics to be addressed are:
- Tax exclusive nature of gift taxes
- Leveraging of the GST exemption
- Grantor Retained Annuity Trusts (GRATs)
- Installment sales to Intentionally Defective Grantor Trusts (IDGTs)
- Self-Canceling Installment Notes (SCINs)
- Private annuities
- “Tax Burn” SCINSM technique
Learning Objectives
- Discover ways to minimize estate tax and income tax exposure
- Understand how to minimize creditor exposure
- Recognize methods to maximize benefits to children and family
- See how to take full advantage of the currently low interest rates
Who Should Attend?
All tax return preparers, enrolled agents, accountants, CPAs, attorneys, trust officers, trust and estate administrators, financial and estate planners and other professionals who advise clients on estate planning, trust planning and wealth management matters will benefit from this practice-oriented seminar.
SPECIAL BONUS — each registered site will also get a free copy of CCH’s U.S. Master Estate and Gift Tax Guide (2009)
Register today for this insightful program on Thursday, July 23 at 1 PM Eastern, Noon Central; 11 AM Mountain; 10 AM Pacific.
About the Speaker:
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Robert S. Keebler, CPA, M.S.T., DEP
Bob Keebler is a partner with Virchow, Krause & Company, LLP and chair of the firm’s Estate and Financial Planning Group. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Bob frequently represents clients before the National Office of the Internal Revenue Service in the private letter ruling process and in estate, gift and income tax examinations and appeals. Bob is a nationally recognized expert in estate and retirement planning and he works collaboratively with other experts on academic reviews and papers and client matters. He is often quoted in national publications and is frequent speaker for legal, accounting and financial planning groups throughout the United States and he is the author of more than 75 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. Bob is also a featured columnist in CCH’s TAXES: The Tax Magazine and a member of CCH's Financial and Estate Planning Advisory Board. |
How the Audio Seminar Works
CCH’s live audio seminars require nothing more than a telephone connection. For the single per-site fee, you can have an unlimited number of listeners at your site participate, get up to speed and in-the-know on important topics, and get special bonus publications included with the seminar. Handout materials are provided in PDF format that you can download and copy for all those who will participate in the seminar at your location.
Practice Development Tip! Invite colleagues, business referral sources, clients and prospects to your office to listen in and participate on this seminar with you. They’ll appreciate your invitation to hear directly about this important topic.
Visit CCHGroup.com/AudioSeminars for more audio seminar topics, dates and times!
Sign Up for Email Notifications
Earn CPE Credit
- Two hours of CPE credit are available for an additional $25 per person wishing to receive a CPE certificate for their participation
- Course Level: Intermediate
- NASBA Field of Study: Taxes
- Prerequisites: Basic knowledge of wealth transfer taxes
- Learn More About CCH’s NASBA Registration
Special Bonus
Firms registering for this audio seminar will receive as a bonus the following publication:
Order CD Recordings of CCH Audio Seminars
If you are unable to attend this upcoming event and would like to order a recording—or if you would like to order recordings of past CCH Audio Seminars, please visit the CCH Audio Seminar Archive Library today.
Pricing:
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Site License: $249 — Registration includes one telephone connection at one location, one master set of handouts (with permission to make additional copies for the participants at your location), an unlimited number of people in one listening room can participate, and one seminar bonus publication per registered site. ($25 CPE fee additional for each person wishing to receive a CPE certificate for their participation.)
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CD Recording: $249 — The CD includes an audio recording of the event and handout materials in PDF format. Includes copy of seminar bonus publication with purchase. Available one week after the live audio seminar event. (Note: CPE credit is not available for the CD version of the presentation.)
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Site License and CD Recording Package: $349 — This specially-priced package provides you with the Site License access to the live audio seminar event AND the CD Recording.
Our Guarantee
If for any reason you are not completely satisfied with this program, we will provide a full refund - no questions asked!
Register Today for Only $249 Per Site and Have an Unlimited Number of Users Participate!
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See the CCH Learning Center at cch.learningcenter.com. Choose from more than 250 courses!!
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