What Are the 25 Hottest
Income Tax, Estate Tax and
Asset Protection Planning Ideas
(Don’t Wait Until Congress Gets Its Act Together to Find Out!)
Regardless of the course of new tax legislation in Washington, there are a number of key planning strategies that experts already know will be “hot” for 2017. (And if you delay bringing them to your clients’ attention, they may cost them big bucks and forfeit your competitive advantage!)
Join us and nationally renowned CPA and tax authority, Robert S. Keebler CPA/PFS, MST, AEP (Distinguished), CGMA, and nationally renowned estate and asset protection attorney, Steven J. Oshins, J.D., AEP (Distinguished), for two 90-minute practical, information-packed presentations entitled, “The Top 25 Estate Planning Strategies of 2017”. Bob will be specifically covering Income and Estate Tax Planning. Then Steve will be covering Asset Protection strategies for 2017.
Whether you’re an attorney, CPA, financial advisor, life insurance agent or trust officer, Bob and Steve will cover the most cutting-edge planning strategies that you need to know this year in a manner that will benefit all levels and types of professionals.
Unfortunately, we can’t reveal here the top strategies they intend to cover in this program, but we can tell you this:
- You’ll learn what planning techniques should still remain popular in 2017 - - and which will suddenly become a lot more popular!
- You’ll discover some new strategies you may not be already using (or subtle twists on existing ones you are!)
- You’ll rediscover some older, time-tested concepts you may no longer be using
- The speakers will address pending or proposed tax legislation, too!
Your purchase to this 2-part series will include handout materials, audio recording, and a Certificate of Completion. If you would like to register for only Bob Keebler’s program on Income & Estate Tax Planning Strategies, click here. If you would like to register for only Steve Oshins’ program on Asset Protection Strategies, click here. Registration for each individual call is $199, or you can register for both programs below at the significantly discounted price of $279 for your entire office.
ABOUT THE SPEAKER
CPA/PFS, MST, AEP (Distinguished), CGMA
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…
Esq., AEP (Distinguished)
Steven J. Oshins, Esq., AEP (Distinguished) is a member of the Law Offices of Oshins & Associates, LLC in Las Vegas, Nevada. He was inducted into the NAEPC Estate Planning Hall of Fame® in 2011. He has been named one of the 24 “Elite Estate Planning Attorneys” in America by The Trust Advisor and one of the Top 100 Attorneys in Worth. He is listed in The Best Lawyers in America® and was named the Las Vegas Trusts and Estates Lawyer of the Year in 2012, 2015 and 2018 and the Las Vegas Tax Law Lawyer of the Year in…
IMPORTANT NOTICE REGARDING CE CREDIT
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.