Advisors Forum - CPE Series for CPAs

Tuesday, January 22, 2013, 1:00 p.m. - 2:00 p.m., E.T.

January 22, 2013, 1:00-2:00 p.m. ET 
2013 Estate & Income Tax Law Update
Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)"

As 2012 ends and 2013 gets underway, many changes will take effect with regards to Estate and Income Tax Law. With the changes resulting from the “Fiscal Cliff,” we’ll go over everything that has changed with the beginning of the 2013 tax year.

During this seminar, we will discuss the following topics:
  • “Fiscal Cliff” and its resolution
    ̶ Tax Rates
    ̶ Itemized Deduction
    ̶ Capital gain & Dividend tax rates
  • Portability issues
  • Estate planning opportunities in 2013 ̶ Lifetime gifting
    ̶ Grantor Retained Annuity Trusts (GRATs)
    ̶ Dynasty trusts
    ̶ Intentionally Defective Grantor Trusts (IDGTs)
    ̶ Installment sales
    ̶ Self-Canceling Installment Notes (SCINs)
  • Potential future legislation
The Advisors Forum presents a live CPE Series, moderated by nationally known expert Robert S. Keebler. Use these regularly scheduled teleconferences as a study group to stay in front of your CPA colleagues, with topics that are relevant to them. 

All registrations are completed through The Advisors Forum.
Go to The Advisors Forum Website for more details and registration