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EPCNYC: Evening Program & Dinner
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EPCNYC: Evening Program & Dinner

The last evening program of the 2015-2016 membership year. Join EPCNYC and Bob Keebler of Keebler & Associates for this special presentation.

When: 03/22/2016
5:30 pm - 8:00 pm
Where: Sofitel
45 West 44TH Street
New York 10036
United States
Presenter: Bob Keebler
Contact: Sara-Becca Smith

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Join the Estate Planning Council of New York City for the last evening program of the 2015-2016 membership year! Bob Keebler to present.

The Mathematics of Estate Planning

2016 marks a continuation relative stability in estate tax law and remarkably low interest rates. Learn how to help your clients capture benefits the currently exist, but may be lost or at least whittled away in coming years. This seminar will cover mathematics behind popular estate planning transactions and techniques used today. All professionals who advise clients on tax, estate, and financial planning matters will find this presentation helpful.

Program Topics

• Gift, estate and GST tax rates and exemptions
• 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" SCIN technique


About our Speaker

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 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 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. Mr. Keebler has recently been quoted in The New York Times in an article titled: “The 1040 Blues” where he provided insight on capital gains tax.

Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years includi
ng 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.


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