If You Represent Trustees and Executors
(Or Would Like To)
Or You Prepare 1041 Returns,
You Must Know This Stuff Inside and Out Or Else!

Trusts and Estates typically earn lots of passive investment income like interest, dividends, rents, and capital gains.

For this reason, your clients (or prospective clients) who are Trustees or Estate Executors are about to have a very rude awakening - - when they’re hit with the 3.8% Net Investment Income Tax (“NIIT”) for the first time, for the tax year beginning in 2013 (if they haven’t already!).

And, if these Trustees and Executors don’t take the right actions for this 2014 tax year and they don’t plan properly for coming years too, they might face a hefty liability to beneficiaries - - a liability that they may look to you to help pay!

If you’re going to advise clients correctly, you can’t afford to just have a general understanding of this Net Investment Income Tax and how it affects Trusts and Estates. You need more. Join us, along with nationally renowned tax expert, CPA Robert Keebler, for an in depth discussion entitled, “A Detailed Analysis of the 3.8% Net Investment Income Tax on Trusts and Estates, After the Final Regs”.

During this 90-minute presentation, you will find out everything you need to know including:

  • How does the 3.8% tax and limited exemption apply differently to Trusts and Estates than to individuals?
  • What are the impact of both the recent Final IRS Regs and the newly proposed second set of Regs you may not even be aware of?
  • How do the definitions of “DNI” and the new term “Undistributed Net Investment Income” affect the tax computation?
  • What special rules apply to “CRTs” (Charitable Remainder Trusts)?
  • How do the CRT distribution method elections work and what’s the best one to use?
  • What special rules impact S Corp Trusts holding S Corp stock (“QSSTs” and “ESTBs”)?
  • How do you properly complete the 33 lines of the new Form 8960?
  • Whether and how can you distribute capital gains from an Estate or Trust?
  • What strategies should you include on a “checklist” utilize to reduce the tax on Trusts and Estates, even if the tax year has already ended?
  • Program Title: A Detailed Analysis of the 3.8% Net Investment Income Tax on Trusts and Estates, After the Final Regs
  • Speaker:
  • Duration: 90 minutes


Includes: Immediately downloadable handout materials and MP3 audio recording.  SKU RSK081214ODSP


Includes: Printed Handout Materials, plus CD-ROM with PDF copy of handouts and audio recording.  SKU RSK081214ODPP


100% Satisfaction Guarantee90 Day Money Back GuraranteeNo Annual LicensingNo Membership FeesNo Pay Per Use


Robert S. Keebler

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

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 Planning Counsels. 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. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…


The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.