2018 Tax Reform, Charitable Giving and Estate Planning Updates – Everything You Need To Know

Date: Monday, February 5, 2018
Time: 9:00am - 2:30pm
Location: Phoenix Country Club
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

4Hours of CE

Program Schedule:

  • 9:00 am to 11:00 am: 2018 Estate Tax and Charitable Giving Update
  • 11 am to 11:45 am: Lunch
  • 11:45 am to 1:45 pm: Everything You Need to Know About Tax Reform
  • 1:45 pm to 2:30 pm: Ice Cream Social

 

   Presenter:  Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils.  He has also 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 200 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 20 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.

Sponsored By:
                                        

 

Click here for Charitable Giving Update and Estate Planning  program materials 

Click here for the 2018 Tax Reform program materials

Related Document(s):

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