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DTSTART:20221006T190000Z
DTEND:20221006T223000Z
LOCATION:Taft Center, 425 Walnut Street, 2nd Floor, Cincinnati, OH, 45202
UID:2327420221006T190000ZEvening Event - The SECURE Act Proposed Regulations: Post-mortem RMD Planning and Compliance
DTSTAMP:20260604T115557Z
DESCRIPTION:\n  \n  \n \nJoin 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. \n  \nOur presentation will be immediately followed by a networking happy hour. \n  \nWe hope to see you there! \n  \nBoard of Directors, Cincinnati Estate Planning Council      \n  \n  \n \nEvent Details      \n \n   \n  \nDate: \n \nThursday, October 6, 2022 \n  \nTime: \n3:00 PM - Program Start \n5:00 PM - Networking Happy Hour \n6:30 PM - Adjourn \n  \nCost: \nMembers - $25.00 \nNon-Member - $75.00      \n  \n  \n \nLocation: \nTaft Center at Fountain Square \n425 Walnut Street \n2nd Floor \nCincinnati, OH 45202 \n  \nDeadline to Register: \nMonday, October 3, 2022 \nNote: refunds will not be given for cancellations received after the deadline.      \n  \n  \n \nPresentation Description      \n  \n  \n \nAfter 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: \n \n 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 \n  \nLearning Objectives: Understand new estate planning best practices for IRAs, including the source of the changes and the mathematics the options.      \n \n   \n  \n2022-2023 Season Sponsor \n \nWe are proud to welcome the \nGreater Cincinnati Foundation back as our season sponsor!      \n  \n[](https://www.gcfdn.org/)     \n  \n  \n      \n \nHospitality Sponsor \nThank you to our Hospitality Sponsor for this event: \nCincinnati Children's Hospital Medical Center \n       \n \n   \n  \n \nAPPROVED Cont. Education Credits \n  \nCFP \nCPA \nKY Legal \nOH Insurance      \n  \n  \n \nPENDING Cont. Education Credits \n  \nOH Legal         \n  \nAbout the Speaker   \n  \n  \n      \n \nRobert S. Keebler, CPA/FPS, MST, AEP (Distinguished) \nPartner \nKeebler & Associates, LLP \n  \nRobert 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.
SUMMARY:Evening Event - The SECURE Act Proposed Regulations: Post-mortem RMD Planning and Compliance - Cincinnati Estate Planning Council 
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