Content Provider
Keebler logo
Middlebanner wk11182024
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpece webinars
Income Tax and Estate Planning Techniques for Volatile Economic Environments

INCOME TAX AND ESTATE PLANNING TECHNIQUES FOR VOLATILE ECONOMIC ENVIRONMENTS

Cost $15.00
Presentation Length 1.0 hour

Recorded DateMay 19, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

From its late February high to late March low, the Dow Jones Industrial Average lost one-third of its value. Since then, the market has been defined by uncertainty. Interest rates crashed and volatility reached financial crisis levels. Moreover, oil prices crashed to a two-decade low.

These developments are important for clients seeking to protect their wealth and minimize their tax-liabilities. There are both tactical and strategic opportunities due to lower valuations. Moreover, low interest rates present planning opportunities.

Learning Objectives:


  • Loss Harvesting for individuals, trusts and estates

  • Roth conversions in a volatile market

  • ISO & NQSO Exercise

  • Unwinding NUA positions

  • “De-Risking” a concentrated portfolio

  • Basic Bond Premium Tax Issues

  • Estate administration in a volatile market including liquidity for taxes

  • Techniques that are more effective as interest rates fall

  • And more!


This will be an invaluable class for advisers helping both estates and individuals.

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin
Keebler logo

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. 

 

 User-added image  User-added image

About Our Presenter

Keebler logo
At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.