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January 24, 2020
8:00AM - 10:00AM ET


January 31, 2020
8:00AM - 10:00AM ET


February 06, 2020
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February 07, 2020
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February 14, 2020
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Understanding of and experience with federal tax forms and schedules, both individual and business

Course Description

The Tax Cuts and Jobs Act will be the most significant tax reform in 30 years. This course will provide updates on the current status of the legislation and discuss related year-end planning opportunities. Topics covered will include:

  • Individual taxation - changes to exemptions, deductions, brackets, and credits
  • Taxation of investors - state income tax planning, income shifting, inversion dividends, taxation of capital gains
  • Business taxation - a new lower corporate rate, special pass-through business rate, and a variety of other important changes
  • Estate taxation - a doubling of the estate tax exemption


Robert Keebler, CPA, AEP, MST, CGMA

Robert Keebler

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the IRS in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression.”

Mr. Keebler is the author of over 100 articles and columns and is the editor, author, or co-author of many books and treatises on wealth transfer and taxation. He has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s Estate Planning, High Income, and Advanced Financial Planning Conferences; ABA Conferences; NAPEC Conferences; The Notre Dame Estate Planning Conference; and the Heckerling Estate Planning Institute.

Course Specifics

Dec 16, 2017
Understanding of and experience with federal tax forms and schedules, both individual and business

Compliance Information

IRS Provider #: 0MYXB
IRS Course ID: 0MYXB-T-01455-19-O
IRS Federal Tax Law Credits: 2
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1354
CTEC Federal Tax Law Credits: 2
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify the basics of the likely changes to 2018 tax law
  • Cite how the taxation of individuals, businesses, and estates will likely change
  • Identify how to prepare for year-end planning which will need to be acted on quickly should the proposal become law

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