Advanced Tax Planning CPE Series

Designed specifically for CPAs, these live webinar presentations moderated by nationally known expert Robert S. Keebler, CPA, MST, DAEP. The Advanced Tax Planning CPE Series help strengthen our professional relationships while educating our tax advisor colleagues.

Each live presentation will be worth 1 hour of CPE credit. Certificates will be issued to registered participants. CPE is offered through WealthCounsel, an approved education provider with the National Registry of CPE Sponsors, a program offered by the National Association of State Boards of Accountancy (NASBA).

Our Next Event 

June 24, 2010, 10:00 - 11:00 am

Step Up in Basis Rules
with Robert S. Keebler

Currently, Section 1022 “carryover basis” is the law of the land in the area of basis when it comes to assets transferring by cause of death. These provisions bring us back to laws that have not seen the light of day since the 1970’s, which has been a cause of great concern in the estate planning community. These changes are scheduled to reset at the end of the year, but the 2010 “basis gap” could be nonexistent if a patch is implemented that reinstates the basis step-up rules that we know and love. Please join Robert S. Keebler, CPA, MST as he discusses the intricacies of both sides of the “basis gap” and how you can help your clients through this uncertainty.

• Comparison of Section 1014 vs. 1022
• Holding Period
• Non-Step-Up Assets
• Case Study Examples

Don’t miss this important webinar addressing critical issues you can discuss with your clients now and throughout 2010.

Please RSVP to Andrea Delgado at 650.525.0234.

Future Events - Save the Date!

All events take place promptly at 10:00 am PT.

August 26, 2010
Advanced GST Planning

September 22, 2010
The New Math of Estate Planning

October 21, 2010
2010 IRAs in Review

November 18, 2010
Year-End Planning Opportunities

December 9, 2010
2010 Year in Review