“Learn it Live” Two Day IRA Seminar with
Robert S. Keebler, CPA, MST, AEP
Michelle L. Ward, JD, LLM, CSEP
Stephen J. Bigge, CPA, CSEP
A Private Two Day Seminar for Lawyers, CPAs and Financial Advisors
“What the Lawyer, CPA and Financial Advisor Need to Know About Sophisticated Planning and Drafting for IRA & Qualified Plan Distributions Including How to Plan with a $5,000,000 Exemption”
The seminar provides extensive coverage regarding planning with retirement accounts including: Estate planning for IRAs with a $5,000,000 exemption, the Pension Protection Act, the IRA Regulations, pre-retirement issues, required beginning date issues, the inherited IRA, the minimum distribution rules, spousal rollovers, QTIPing an IRA, charitable bequest planning, beneficiary designation planning, retirement plans payable to trusts, Roth IRA issues, distribution of employer securities, insurance strategies and new, innovative planning strategies. Robert Keebler will teach 14 hours of this 16 hour class.
Monday-Tuesday: October 31 to November 1, 2011
Presented by:
Robert S. Keebler, CPA, 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 Planning Counsels. 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 150 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.
Michelle L. Ward, JD, LLM, CSEP – is a Partner with Keebler & Associates, LLP whose emphasis is in estate planning with primary focus on retirement distribution planning. She also analyzes trusts for designated beneficiary status, as well as prepares private letter ruling requests and specimen retirement planning documents. Michelle has received more than 30 favorable private letter rulings and is a Certified Specialist in Estate Planning.Michelle received her law degree fromthe University of Wisconsin Law School and her LLM in estate planning from Western New England College of Law. Her professional affiliations include the State Bar of Wisconsin and the Green Bay Estate Planning Forum.Michelle is also co-author of Panel Publishing's Roth IRA Answer Book (2008 and 2009 Editions) and Quick Reference to IRAs (2008 and 2009 Editions) and AICPA's The Small Business Jobs Act of 2010: Tools, Tips, and Tactics. Michelle has also authored articles appearing in Trusts & Estates, Investments and Wealth Monitor, and Journal of Retirement Planning.
Stephen J. Bigge, CPA, CSEPis a Partner with Keebler & Associates, LLP whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques including FLP, GRATS, CRTs, ILITs and IDGTs.He specializes in estate, gift and retirement planning, charitable gift planning, as well as trust and estate administration.Stephen graduated Summa Cum Laude from Lakeland College in 2001 and achieved the third best CPA exam score in the state of Wisconsin.Stephen is experienced in providing tax planning for individuals, trusts and flow-through entities and prepares individual and fiduciary income tax returns.In addition, Stephen is a frequent writer for Taxes Magazine in his area of expertise.
Topics Covered
Day One: Financial and Tax Planning
Planning in a Rising Tax Environment
Understanding the Pension Protection Act
Required Beginning Date Issues - Minimum distribution rules in-depth, preparing beneficiary forms.
2010 Case Law and PLR Update
Inherited IRA Concept
Life Insurance in Qualified Plans - What works and what does not.
Spousal Rollover Rules - Opportunities and issues.
Understanding 72(t) Distributions - The hidden rules.
Waiver of the 60 Day Rule – How a waiver is obtained.
Roth IRA Contributions
Roth IRA Conversions and Recharacterizations
Roth IRA Distributions in a Rising Tax Environment
IRA Distributions After Death - Understanding and implementing the Inherited IRA.
Generation Skipping Transfer Tax Planning and Drafting
Charitable IRA Strategies
Charitable Remainder Trusts – When to Use
IRC § 691(c) Deduction
Computer Modeling of IRA Distributions and Roth Conversion
Lump Sum Distribution Planning
Net Unrealized Appreciation- Economics, law and modeling
Integrating Asset Allocation Theory with Tax Allocations
Over 10 Case Studies
Asset Protection Plan for ERISA Plans and IRAs
Day Two: Tax and Estate Planning
IRA Planning with a $5,000,000 Exemption
IRAPlanning with Unified Credit Portability
Drafting the Credit Shelter Trust - Accumulation or Conduit?
Drafting the QTIP Trust After Rev. Rul. 2006-26
Ownership of Property -Common Law and Community Property Jurisdictions
Community Property Issues - Understanding IRC § 408(g)
Coordination with other Estate Planning Documents
Coordination with the Irrevocable Life Insurance Trusts - Timing of Distributions.
Fiduciary Income Tax Issues and Planning - Understanding DNI.
Fiduciary Accounting Issues Including the UPIA - Understanding the 10% Rule.
Trustee Responsibilities and Concerns
Tax Apportionment Provisions - Integrating federal and state law.
Drafting Beneficiary Designation Forms
Charitable Planning - Cashing out beneficiaries.
Separate Share Provisions - Lifetime and post mortem planning.
QTIPing an IRA - Determination of life expectancy and required distributions.
After Death Issues - Funding abypass trust with IRA assets.
Disclaimer Planning - Using a disclaimer and the affect on post-death required minimum distributions.
Disclaimers of IRAs After Rev. Rul. 2005-36
Seminar location and time
Green Bay, WI—InsideLambeau Field
1265 Lombardi Avenue
Hotel accommodations – Cambria Suites, just two blocks away
Special rate of $99 per night with Cambria Suites (includes breakfast).
Free shuttle to and from meeting site.
Please call 920.569.8500 for room reservations and mention the seminar with Keebler & Associates, LLP.
Class Time 7:30am to 5:00pm (day one) – Lunch included
7:00am to 3:30pm (day two) – Lunch included
Who Should Attend?
This seminar is designed for lawyers, CPAs, investment advisors and trust officers.
Cost
The cost for this private two-day seminar is $995. Considering attending again? You’ll save $300.
Register by October 5 and save $300!
Cancellation and Refund Policy
If you contact us before Oct. 5, 2011a refund of 100% or a full credit towards a future seminar will be granted. If you contact us Oct. 5, 2011 or later, a refund of 80% will be granted. No refund after seminar commences. Please contact Bonnie Lamirande at 920.593.1704or or more information.
Course Credits
The State of Wisconsin offers 16 credit hours CLE, CPE and CFP. Other states approval - please inquire.
Materials
You will receive hundreds of pages of professionally prepared materials for the seminar compiled by Robert S. Keebler, CPA, MST, AEP and the professional staff of Keebler & Associates, LLP.
What others have said about our seminars:
“I’ve heard Bob Keebler speak on this topic three times,and I’ve always come away with new and unique planning strategies that have real client applications.”
—David Foster, CPA, PFS, CFP
“Mr. Keebler’s seminar was by far the most lucid, well-presented and
thorough invaluable presentation of this topic that I have ever heard. It is a must for anyone in the estate planning field.” —Attorney Richard Z. Kabaker
“Key sections provide a safe route through the potential malpractice minefield of complex distribution rules. The easiest-to-use, all-in-one-place research tool in this field.”—Brian R. Mudd, JD, CPA
Plus additional evaluations from various national seminars: “Excellent presentation, easy to understand and follow. Hit important points and explained them well. Very informativeand engaging. Best speaker and content so far!”
Seminar: Held in MVP Box 4039 inside Lambeau Field - Green Bay, WI
Airport: Green Bay Austin Straubel (GRB)
Hotel:Special rate of $99 per night with Cambria Suiteswith reservations made by Oct.5
Please call 920.569.8500 for room reservations. Mention the Keebler & Associates seminar andthey will honor this rate.
Lunch: Included both days
Lambeau Field Tour: Private group tourincluded at the end of day one.
Registration: Save time, please call920-593-1704direct - or- fax920-593-1717 -or- email
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