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2 episodes with keebler associates
2 episodes with keebler associates
Unlock the secrets to securing your wealth and ensuring your financial future with our riveting discussion on asset protection and estate planning. Joined by the inimitable Jonathan 'Cub' Mullins (Wealth Advisor), the astute Alexis Bush (Wealth Advisor) from our Hagerstown, Maryland office, and the ever-insightful Bob Keebler (Partner, Keebler Associates), we dissect the critical strategies that go far beyond mere insurance. Uncover the pivotal importance of structuring your assets to ward off risks, learn about leveraging legal entities like LLCs, and delve into strategic debt usage - all to safeguard your hard-earned wealth from unforeseen threats.Key Takeaways:Hear real-world stories that illustrate the costly pitfalls of common mistakes and the power of trust structures and corporate trustees. Our panel experts guide you through the maze, spotlighting the benefits of juridical tactfulness in asset protection, as exemplified by the advantageous laws of states like Wyoming and Nevada. Learn strategies specifically tailored to shield your business in a volatile economic climate. Discover how multiple LLCs, strategic inter-family lending, and comprehensive insurance policies lay the groundwork for robust asset protection. Join us for this invaluable lesson in protecting both personal and business wealth, underscored by the critical roles of financial planners and lawyers, and leave with the confidence to navigate the complex landscape of asset protection.Hear Past episodes of the Way2Wealth Podcast!https://theway2wealth.comLearn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisorhttps://www.carsonwealth.com/team-members/scott-ford/Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory servicesoffered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is underseparate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwidepartnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by thepresenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.
The confluence of all of the changes under the Tax Cuts and Jobs Act (TCJA) paired with the complexities of the existing tax law make tax planning and compliance more challenging for many high-net-worth individuals and families. Tune in to hear how tax and wealth transfer planning has changed under the TCJA as host Damien Martin sits down with guests Steve Bigge, Chris Hesse and Marv Hills to discuss key takeaways from a joint tax planning symposium held between BKD, CliftonLarsonAllen, Crowe and Keebler & Associates. Here’s a look at what’s inside our latest episode: [ 03:34 ] Background on the Tax Planning for High Net Worth Symposium [ 07:54 ] Marital deduction formulas and funding [ 09:46 ] Roth conversion planning after the TCJA [ 10:20 ] Unwinding “bad” estate planning [ 13:01 ] Break points on income tax and managing taxable income [ 14:51 ] Charitable giving after the TCJA [ 16:52 ] Social security planning [ 17:59 ] Format of the symposium and the “ah ha” moments [ 19:23 ] Elect out of bonus depreciation and use Internal Revenue Code §179 expensing [ 20:28 ] Small business taxpayers after the TCJA [ 22:08 ] Will the increased estate tax exemption stay? [ 26:15 ] Planning with Spousal Lifetime Access Trust BIO FOR GUESTS Steve Bigge is a partner with Keebler & Associates, LLP, whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques, including FLP, GRATS, CRTs, ILITs and IDGTs. He specializes in estate, gift and retirement planning, charitable gift planning and trust and estate administration. Connect with Steve on LinkedIn Chris Hesse is a principal in CliftonLarsonAllen’s National Tax Office and has more than 35 years of tax experience in public accounting, with more than 30 years of speaking and training experience before tax professionals. His career has included tax leadership of a 200-person practice and extensive tax writing and analysis services. Connect with Chris on LinkedIn Marv Hills is a partner in the Crowe LLP private client tax services group and also leads the service delivery team. He joined Crowe in 1981 and specializes in estate planning and tax consulting for high-net-worth individuals, particularly owners of closely held businesses. Connect with Marv on LinkedIn ADDITIONAL RESOURCES Symposium speakers mentioned on the podcast Bob Keebler James Clemensen Domingo Such Other resources mentioned on the podcast Charitable Giving Strategies After Tax Reform presented by Chad Gassen and Corey Ziegler (Greater Kansas City Community Foundation) Previous episodes of “Simply Tax” Episode 11: The Twins on Tax Reform for Individuals Episode 43: The Hearing on the Proposed 199A Regs Episode 46: Do You Have 199A Confusionosis? GET MORE “SIMPLY TAX” A complete archive of our episodes is available on our website and YouTube playlist. We’d love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram
The confluence of all of the changes under the Tax Cuts and Jobs Act (TCJA) paired with the complexities of the existing tax law make tax planning and compliance more challenging for many high-net-worth individuals and families. Tune in to hear how tax and wealth transfer planning has changed under the TCJA as host Damien Martin sits down with guests Steve Bigge, Chris Hesse and Marv Hills to discuss key takeaways from a joint tax planning symposium held between BKD, CliftonLarsonAllen, Crowe and Keebler & Associates. Here's a look at what's inside our latest episode: [ 03:34 ] Background on the Tax Planning for High Net Worth Symposium [ 07:54 ] Marital deduction formulas and funding [ 09:46 ] Roth conversion planning after the TCJA [ 10:20 ] Unwinding “bad” estate planning [ 13:01 ] Break points on income tax and managing taxable income [ 14:51 ] Charitable giving after the TCJA [ 16:52 ] Social security planning [ 17:59 ] Format of the symposium and the “ah ha” moments [ 19:23 ] Elect out of bonus depreciation and use Internal Revenue Code §179 expensing [ 20:28 ] Small business taxpayers after the TCJA [ 22:08 ] Will the increased estate tax exemption stay? [ 26:15 ] Planning with Spousal Lifetime Access Trust BIO FOR GUESTS Steve Bigge is a partner with Keebler & Associates, LLP, whose emphasis is in developing comprehensive financial, estate and income tax analyses and wealth transfer techniques, including FLP, GRATS, CRTs, ILITs and IDGTs. He specializes in estate, gift and retirement planning, charitable gift planning and trust and estate administration. Connect with Steve on LinkedIn Chris Hesse is a principal in CliftonLarsonAllen's National Tax Office and has more than 35 years of tax experience in public accounting, with more than 30 years of speaking and training experience before tax professionals. His career has included tax leadership of a 200-person practice and extensive tax writing and analysis services. Connect with Chris on LinkedIn Marv Hills is a partner in the Crowe LLP private client tax services group and also leads the service delivery team. He joined Crowe in 1981 and specializes in estate planning and tax consulting for high-net-worth individuals, particularly owners of closely held businesses. Connect with Marv on LinkedIn ADDITIONAL RESOURCES Symposium speakers mentioned on the podcast Bob Keebler James Clemensen Domingo Such Other resources mentioned on the podcast Charitable Giving Strategies After Tax Reform presented by Chad Gassen and Corey Ziegler (Greater Kansas City Community Foundation) Previous episodes of “Simply Tax” Episode 11: The Twins on Tax Reform for Individuals Episode 43: The Hearing on the Proposed 199A Regs Episode 46: Do You Have 199A Confusionosis? GET MORE “SIMPLY TAX” A complete archive of our episodes is available on our website and YouTube playlist. We'd love to hear from you! Email feedback and questions to SimplyTax@bkd.com. Connect with Damien on social media! LinkedIn | Twitter | Instagram
Bob Keebler provides LISI members with a "hot off the press" PodCast on the new tax law that was passed late at night December 16, 2010. Here's info on how you can learn more on the tax law from Bob and his associates: Learn the latest on the Estate Tax Bill during Keebler Associates 90 minute teleconference next week - Monday, the 20th. Resolution of the Estate Tax - An Update on the "Final" Estate Tax Bill 2010 Choices - Urgent Decisions are Required The GST Quagmire with repeal of EGTRRA $5 Million Gift Tax Exemption $5 Million GST Exemption Carryover Basis and More 35% Tax Rate Two Year Window of Opportunity -------------------------------------------------------------------------------- WHEN: Monday, December 20 from 12 noon - 1:30pm CENTRAL WHAT: Resolution of the Estate Tax - An Update of the Estate Tax Bill REGISTRATION FEE: $150 per phone line. Unlimited attendance on one phone line. REGISTER ONLINE: Safe and Secure registration link or call Kristina Schneider at 866-754-6477 with your credit card information. LIMITED ATTENDEES: Register soon! Only the first 100 sites will have access to the teleconference. (Ultimate Estate Planners, Inc. is administering the program, so please note that your credit card will be charged by UEP.) NOTE: Because of the urgency of the conference, we have not been able to apply for CE. Please forward to any friend who might find this helpful. Robert S. Keebler, CPA, MST, AEP (Distinguished) Keebler & Associates, LLP 420 South Washington Street Green Bay, WI 54301 Phone: 920.593.1701 Contact Keebler & Associates, LLP: Robert S. Keebler, CPA, MST, AEP robert.keebler@keeblerandassociates.com 920.593.1701 Stephen J. Bigge, CPA, CSEP stephen.bigge@keeblerandassociates.com 920.593.1702 Michelle L. Ward, JD, CSEP michelle.ward@keeblerandassociates.com 920.593.1703 Peter J. Melcher, MBA, JD, LLM peter.melcher@keeblerandassociates.com 920.883.9575 Lisa A. Chapa, Marketing Director lisa.chapa@keeblerandassociates.com 920.593.1704 Lynn D. Stevens, Administrative lynn.stevens@keeblerandassociates.com 920.593.1705 This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
Bob Keebler provides LISI members with a "hot off the press" PodCast on the new tax law that was passed late at night December 16, 2010. Here's info on how you can learn more on the tax law from Bob and his associates: Learn the latest on the Estate Tax Bill during Keebler Associates 90 minute teleconference next week - Monday, the 20th. Resolution of the Estate Tax - An Update on the "Final" Estate Tax Bill 2010 Choices - Urgent Decisions are Required The GST Quagmire with repeal of EGTRRA $5 Million Gift Tax Exemption $5 Million GST Exemption Carryover Basis and More 35% Tax Rate Two Year Window of Opportunity -------------------------------------------------------------------------------- WHEN: Monday, December 20 from 12 noon - 1:30pm CENTRAL WHAT: Resolution of the Estate Tax - An Update of the Estate Tax Bill REGISTRATION FEE: $150 per phone line. Unlimited attendance on one phone line. REGISTER ONLINE: Safe and Secure registration link or call Kristina Schneider at 866-754-6477 with your credit card information. LIMITED ATTENDEES: Register soon! Only the first 100 sites will have access to the teleconference. (Ultimate Estate Planners, Inc. is administering the program, so please note that your credit card will be charged by UEP.) NOTE: Because of the urgency of the conference, we have not been able to apply for CE. Please forward to any friend who might find this helpful. Robert S. Keebler, CPA, MST, AEP (Distinguished) Keebler & Associates, LLP 420 South Washington Street Green Bay, WI 54301 Phone: 920.593.1701 Contact Keebler & Associates, LLP: Robert S. Keebler, CPA, MST, AEP robert.keebler@keeblerandassociates.com 920.593.1701 Stephen J. Bigge, CPA, CSEP stephen.bigge@keeblerandassociates.com 920.593.1702 Michelle L. Ward, JD, CSEP michelle.ward@keeblerandassociates.com 920.593.1703 Peter J. Melcher, MBA, JD, LLM peter.melcher@keeblerandassociates.com 920.883.9575 Lisa A. Chapa, Marketing Director lisa.chapa@keeblerandassociates.com 920.593.1704 Lynn D. Stevens, Administrative lynn.stevens@keeblerandassociates.com 920.593.1705 This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
Bob Keebler keeps LISI members ahead of the new tax law curve with this incredibly timely PodCast. Here's info on how you can learn more from Bob and his associates: Learn the latest on the Estate Tax Bill during Keebler Associates 90 minute teleconference next week - Monday, the 20th. Resolution of the Estate Tax - An Update on the "Final" Estate Tax Bill 2010 Choices - Urgent Decisions are Required The GST Quagmire with repeal of EGTRRA $5 Million Gift Tax Exemption $5 Million GST Exemption Carryover Basis and More 35% Tax Rate Two Year Window of Opportunity -------------------------------------------------------------------------------- WHEN: Monday, December 20 from 12 noon - 1:30pm CENTRAL WHAT: Resolution of the Estate Tax - An Update of the Estate Tax Bill REGISTRATION FEE: $150 per phone line. Unlimited attendance on one phone line. REGISTER ONLINE: Safe and Secure registration link or call Kristina Schneider at 866-754-6477 with your credit card information. LIMITED ATTENDEES: Register soon! Only the first 100 sites will have access to the teleconference. (Ultimate Estate Planners, Inc. is administering the program, so please note that your credit card will be charged by UEP.) NOTE: Because of the urgency of the conference, we have not been able to apply for CE. Please forward to any friend who might find this helpful. Robert S. Keebler, CPA, MST, AEP (Distinguished) Keebler & Associates, LLP 420 South Washington Street Green Bay, WI 54301 Phone: 920.593.1701 Contact Keebler & Associates, LLP: Robert S. Keebler, CPA, MST, AEP robert.keebler@keeblerandassociates.com 920.593.1701 Stephen J. Bigge, CPA, CSEP stephen.bigge@keeblerandassociates.com 920.593.1702 Michelle L. Ward, JD, CSEP michelle.ward@keeblerandassociates.com 920.593.1703 Peter J. Melcher, MBA, JD, LLM peter.melcher@keeblerandassociates.com 920.883.9575 Lisa A. Chapa, Marketing Director lisa.chapa@keeblerandassociates.com 920.593.1704 Lynn D. Stevens, Administrative lynn.stevens@keeblerandassociates.com 920.593.1705 This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
Bob Keebler keeps LISI members ahead of the new tax law curve with this incredibly timely PodCast. Here's info on how you can learn more from Bob and his associates: Learn the latest on the Estate Tax Bill during Keebler Associates 90 minute teleconference next week - Monday, the 20th. Resolution of the Estate Tax - An Update on the "Final" Estate Tax Bill 2010 Choices - Urgent Decisions are Required The GST Quagmire with repeal of EGTRRA $5 Million Gift Tax Exemption $5 Million GST Exemption Carryover Basis and More 35% Tax Rate Two Year Window of Opportunity -------------------------------------------------------------------------------- WHEN: Monday, December 20 from 12 noon - 1:30pm CENTRAL WHAT: Resolution of the Estate Tax - An Update of the Estate Tax Bill REGISTRATION FEE: $150 per phone line. Unlimited attendance on one phone line. REGISTER ONLINE: Safe and Secure registration link or call Kristina Schneider at 866-754-6477 with your credit card information. LIMITED ATTENDEES: Register soon! Only the first 100 sites will have access to the teleconference. (Ultimate Estate Planners, Inc. is administering the program, so please note that your credit card will be charged by UEP.) NOTE: Because of the urgency of the conference, we have not been able to apply for CE. Please forward to any friend who might find this helpful. Robert S. Keebler, CPA, MST, AEP (Distinguished) Keebler & Associates, LLP 420 South Washington Street Green Bay, WI 54301 Phone: 920.593.1701 Contact Keebler & Associates, LLP: Robert S. Keebler, CPA, MST, AEP robert.keebler@keeblerandassociates.com 920.593.1701 Stephen J. Bigge, CPA, CSEP stephen.bigge@keeblerandassociates.com 920.593.1702 Michelle L. Ward, JD, CSEP michelle.ward@keeblerandassociates.com 920.593.1703 Peter J. Melcher, MBA, JD, LLM peter.melcher@keeblerandassociates.com 920.883.9575 Lisa A. Chapa, Marketing Director lisa.chapa@keeblerandassociates.com 920.593.1704 Lynn D. Stevens, Administrative lynn.stevens@keeblerandassociates.com 920.593.1705 This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
Bob Keebler keeps LISI members ahead of the new tax law curve with this incredibly timely PodCast. Here's info on how you can learn more from Bob and his associates: Learn the latest on the Estate Tax Bill during Keebler Associates 90 minute teleconference next week - Monday, the 20th. Resolution of the Estate Tax - An Update on the "Final" Estate Tax Bill 2010 Choices - Urgent Decisions are Required The GST Quagmire with repeal of EGTRRA $5 Million Gift Tax Exemption $5 Million GST Exemption Carryover Basis and More 35% Tax Rate Two Year Window of Opportunity -------------------------------------------------------------------------------- WHEN: Monday, December 20 from 12 noon - 1:30pm CENTRAL WHAT: Resolution of the Estate Tax - An Update of the Estate Tax Bill REGISTRATION FEE: $150 per phone line. Unlimited attendance on one phone line. REGISTER ONLINE: Safe and Secure registration link or call Kristina Schneider at 866-754-6477 with your credit card information. LIMITED ATTENDEES: Register soon! Only the first 100 sites will have access to the teleconference. (Ultimate Estate Planners, Inc. is administering the program, so please note that your credit card will be charged by UEP.) NOTE: Because of the urgency of the conference, we have not been able to apply for CE. Please forward to any friend who might find this helpful. Robert S. Keebler, CPA, MST, AEP (Distinguished) Keebler & Associates, LLP 420 South Washington Street Green Bay, WI 54301 Phone: 920.593.1701 Contact Keebler & Associates, LLP: Robert S. Keebler, CPA, MST, AEP robert.keebler@keeblerandassociates.com 920.593.1701 Stephen J. Bigge, CPA, CSEP stephen.bigge@keeblerandassociates.com 920.593.1702 Michelle L. Ward, JD, CSEP michelle.ward@keeblerandassociates.com 920.593.1703 Peter J. Melcher, MBA, JD, LLM peter.melcher@keeblerandassociates.com 920.883.9575 Lisa A. Chapa, Marketing Director lisa.chapa@keeblerandassociates.com 920.593.1704 Lynn D. Stevens, Administrative lynn.stevens@keeblerandassociates.com 920.593.1705 This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
Bob Keebler keeps LISI members ahead of the new tax law curve with this incredibly timely PodCast. Here's info on how you can learn more from Bob and his associates: Learn the latest on the Estate Tax Bill during Keebler Associates 90 minute teleconference next week - Monday, the 20th. Resolution of the Estate Tax - An Update on the "Final" Estate Tax Bill 2010 Choices - Urgent Decisions are Required The GST Quagmire with repeal of EGTRRA $5 Million Gift Tax Exemption $5 Million GST Exemption Carryover Basis and More 35% Tax Rate Two Year Window of Opportunity -------------------------------------------------------------------------------- WHEN: Monday, December 20 from 12 noon - 1:30pm CENTRAL WHAT: Resolution of the Estate Tax - An Update of the Estate Tax Bill REGISTRATION FEE: $150 per phone line. Unlimited attendance on one phone line. REGISTER ONLINE: Safe and Secure registration link or call Kristina Schneider at 866-754-6477 with your credit card information. LIMITED ATTENDEES: Register soon! Only the first 100 sites will have access to the teleconference. (Ultimate Estate Planners, Inc. is administering the program, so please note that your credit card will be charged by UEP.) NOTE: Because of the urgency of the conference, we have not been able to apply for CE. Please forward to any friend who might find this helpful. Robert S. Keebler, CPA, MST, AEP (Distinguished) Keebler & Associates, LLP 420 South Washington Street Green Bay, WI 54301 Phone: 920.593.1701 Contact Keebler & Associates, LLP: Robert S. Keebler, CPA, MST, AEP robert.keebler@keeblerandassociates.com 920.593.1701 Stephen J. Bigge, CPA, CSEP stephen.bigge@keeblerandassociates.com 920.593.1702 Michelle L. Ward, JD, CSEP michelle.ward@keeblerandassociates.com 920.593.1703 Peter J. Melcher, MBA, JD, LLM peter.melcher@keeblerandassociates.com 920.883.9575 Lisa A. Chapa, Marketing Director lisa.chapa@keeblerandassociates.com 920.593.1704 Lynn D. Stevens, Administrative lynn.stevens@keeblerandassociates.com 920.593.1705 This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com
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