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ESTATE PLANNERS DAY 2017 - Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability

Estate Planning Council of Bergen County, Inc.

Thursday, October 26, 2017 from 8:00 AM to 12:00 PM (EDT)

Ticket Information

Ticket Type Sales End Price Fee Quantity
MEMBER
MEMBER TICKET - No charge for current 2017-18 Estate Planning Council of Bergen County, Inc. members who have paid their dues by September 30, 2017.
Oct 20, 2017 Free $0.00
SENIOR MEMBER TICKET
Senior Members 2017-18 Estate Planning Council of Bergen County, Inc. Select ORDER NOW to pay by credit card. Contact bergenepc@gmail.com if you wish to pay by check.
Oct 20, 2017 $125.00 $7.87
EARLY REGISTRATION DISCOUNTED GUEST TICKET
Save $25 by registering for Estate Planners Day by September 30, 2017. Select ORDER NOW to pay by credit card. Guest Tickets are NON- REFUNDABLE. Regular guest tickets will increase to $150 on 10/1.
Sep 30, 2017 $125.00 $7.87
NAEPC Discounted Guest Ticket
This ticket is for current members of other NAEPC local councils. Please indicate when prompted the name of your NAEPC council membership.
Oct 20, 2017 $125.00 $7.87

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Event Details

 


Breakfast Buffet & check in begin at 7:30 AM

Program 8:00 AM. - 12 NOON

 

 

* * * VISIT OUR SPONSORS AND EXHIBITORS 

FOR A CHANCE TO WIN AN APPLE WATCH  * * * 


 

 

 

  

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP out of Green Bay, Wisconsin and has been a speaker at national estate planning and tax seminars for over 20 years. This year for Estate Planner's Day we will be having Robert touch on a few different topics. We'll be reviewing various types of pertinent planning strategies as it relates to asset protection, estate tax and federal and state income tax planning. Discussions will revolve around Roth Conversions, Charitable Remainder Trusts, Installment Sales and Domestic Asset Protection Trusts as ways of reducing risks for families.

Portability allows the executor to utilize the decedent's estate tax exclusion amount or to transfer it to the surviving spouse. The speaker will review core mathematical concepts as it relates to asset protection and what the true value of a step-up in basis results in. Portability is a balancing act between estate tax and income tax, and we will discuss seven strategies that make the most sense to employ in various situations.

There have been many radical changes proposed during President Trump's first few months in office. We will discuss the proposed amendments as it relates to simplifying the tax code for individuals, reducing tax rates for businesses and the repeal of the estate tax. As nothing has yet been finalized, it is important to understand what the implications will be if these changes are passed into law.

Mathematics of Portability

Portability allows the executor to utilize the decedent's estate tax exclusion amount or to transfer it to the surviving spouse. The speaker will review core mathematical concepts as it relates to asset protection and what the true value of a step-up in basis results in. Portability is a balancing act between estate tax and income tax, and we will discuss seven strategies that make the most sense to employ in various situations.

Best ideas for 2017

We'll be reviewing various types of pertinent planning strategies as it relates to asset protection, estate tax and federal and state income tax planning. Discussions will revolve around Roth Conversions, Charitable Remainder Trusts, Installment Sales and Domestic Asset Protection Trusts as ways of reducing risks for families.

Trump Tax Plan

There have been many radical changes proposed during President Trump's first few months in office. We will discuss the proposed amendments as it relates to simplifying the tax code for individuals, reducing tax rates for businesses and the repeal of the estate tax. As nothing has yet been finalized, it is important to understand what the implications will be if these changes are passed into law. 

* * * * * * 

CFP - 3.5 credits Program Name: The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability; Program ID: 241126

CTFA: 4.0 credits " Estate Planners Day 2017 - The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability has been approved for  4 CTFA credits.    This statement should not be viewed as an endorsement of this program or its sponsor."  ICB Members must report these credits at aba.csod.com

CTFAs are no longer required to break down and report their continuing education (CE) credit by knowledge area.
 
NJ CPE: 3.5 credits  - Estate Planners Day 2017. The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability. (Intermediate/Topic: Tax) 
 

NJ INS: 3.0 credits - Estate Planners Day 2017 - Best Estate Planning Strategies for 2017 and The Mathematics of Portability. (Life/Classroom - Course # 88899459)

NJ CLE: 3.5 credits. Estate Planners Day 2017 - The Trump Tax Plan, Best Estate Planning Strategies for 207, and the Mathematics of Portability.  This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.5 hours of total NJ CLE (0.0 Ethics). 

 

 

 IF TICKETING HAS CLOSED AND YOU WOULD LIKE TO STILL ATTEND, PLEASE CONTACT BERGENEPC@GMAIL.COM TO SEE IF YOUR RESERVATION CAN BE ACCOMODATED

EARLY BIRD DISCOUNTED & GUEST TICKETS ARE NON-REFUNDABLE

 


 

 

 

 

 

Have questions about ESTATE PLANNERS DAY 2017 - Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability? Contact Estate Planning Council of Bergen County, Inc.

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When & Where


Saddle Brook Marriott
138 New Pehle Ave
Saddle Brook, NJ 07663

Thursday, October 26, 2017 from 8:00 AM to 12:00 PM (EDT)


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Organizer

Estate Planning Council of Bergen County, Inc.

Bergen County Estate Planning Council is an interdisciplinary organization for professionals involved in estate planning.

Bergen County Estate Planning Council strives to foster understanding of the proper relationship between the functions of the Life Underwriter, Trust Officer, Attorney, Accountant, and any other party or parties having to do with estate planning, and to encourage co-operation of persons acting under those disciplines. 

  Contact the Organizer
ESTATE PLANNERS DAY 2017 - Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
The Trump Tax Plan, Best Estate Planning Strategies for 2017, and the Mathematics of Portability
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