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. He has received more than 200 favorable private letter rulings, including several key rulings of “first impression.” Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and estate, gift, and income tax examinations and appeals. One-time item that our frequently mention that remains unfinished is their estate plan. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Do you have appropriate legal documents in place An up-to-date will Trusts for you and/or your spouse and other heirs A living will or other health care. Decrease the problems and expenses associated. Meet and discuss estate planning needs with an attorney Identify all assets and their approximate value Identify beneficiaries Determine who will be the. CPA Magazine has also named him 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. Prepare, organize, and review your documents, including current wills, trusts, health care, and power of attorney. Get everything you need to make manufacture demesne planning as simple than possible.

Some of the professionals you may want to include on this team are a financial advisor, a tax professional, and an estate planning attorney to map out a complete, customized estate plan. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. A complete estate planning checklist from the industry at Avisar CPA. Prioritize assembling an experienced team to help you create your estate plan. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference.

Estate planning checklist for cpas