Evening Event - The SECURE Act Proposed Regulations: Post-mortem RMD Planning and Compliance
Date: Thursday, October 6, 2022
Time: 3:00pm - 6:30pm
Location: Taft Center, 425 Walnut Street, 2nd Floor, Cincinnati, OH, 45202
Speaker: Robert Keebler
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Join us on Thursday, October 6th at 3:00 PM with Robert S. Keebler, CPA/PFS, MST, AEP (distinguished) who will be virtually joining us at the Taft Center Fountain Room for The SECURE Act Regulations: Post-Mortem RMD Planning and Compliance.
Our presentation will be immediately followed by a networking happy hour.
We hope to see you there!
Board of Directors, Cincinnati Estate Planning Council
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Date:
Thursday, October 6, 2022
Time:
3:00 PM - Program Start
5:00 PM - Networking Happy Hour
6:30 PM - Adjourn
Cost:
Members - $25.00
Non-Member - $75.00
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Location:
Taft Center at Fountain Square
425 Walnut Street
2nd Floor
Cincinnati, OH 45202
Deadline to Register:
Monday, October 3, 2022
Note: refunds will not be given for cancellations received after the deadline.
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After much delay and anticipation, Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the post-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. Specifically, this session will include the following:
- A review of how the new regulations are structured
- Nuisances to the new ten-year rule
- Planning for the surviving spouse
- Planning to capture the five exceptions to the new ten-year rule
- Disability and special needs issues
- RMDs during the ten-year period for deaths after the RBD
- No forced RMDs for Roths during the first nine years after death
- Special rules for spouses including rollover rules
- New provisions for decanting IRA trusts
- New provisions for reforming IRA trusts
- New provisions for Power of Appointment trusts
- 20+ flowcharts to distill the new rules to common practical situations
Learning Objectives: Understand new estate planning best practices for IRAs, including the source of the changes and the mathematics the options.
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2022-2023 Season Sponsor
We are proud to welcome the
Greater Cincinnati Foundation back as our season sponsor!
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Hospitality Sponsor
Thank you to our Hospitality Sponsor for this event:
Cincinnati Children's Hospital Medical Center
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APPROVED Cont. Education Credits
CFP
CPA
KY Legal
OH Insurance
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PENDING Cont. Education Credits
OH Legal
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Robert S. Keebler, CPA/FPS, MST, AEP (Distinguished)
Partner
Keebler & Associates, LLP
Robert S. Keebler is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. 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. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” He 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. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute. He also served as chair of the AICPA’s Advanced Estate Planning Conference from 2014-2020.
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