Date: May 14 , 2025  

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 90 Minutes

Description:

Take your tax expertise to the next level with this advanced program focused on the strategies tied to gift, estate, and fiduciary income tax returns. This in-depth course unpacks the intricacies of IRS Forms 709, 706, and 1041, with a special focus on marital deductions, gift-splitting, GST allocations, and income reporting in the year of death. Through real-world scenarios and common compliance traps, you’ll gain practical insights to guide high-net-worth clients, safeguard executors, and drive smarter planning decisions.

Learning Objectives

• Identify and understand IRS Forms 1041, 706, and 709—including QTIP, alternate valuation, portability, and IRC §645 elections.
• Analyze the implications of gift-splitting on the unified credit, marital deduction, and potential estate inclusion under IRC §2035.
• Navigate the complexities of GST tax planning, including automatic allocation rules and strategic use of GST-exempt trusts.
• Distinguish between deductible administrative expenses on Forms 706 and 1041, and assess the tax impact of different allocation strategies.
• Understand and apply adequate disclosure requirements under IRC §6501(c) to initiate the statute of limitations for gift tax returns.

Who Should Attend

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

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