Mastering The Math Of OBBBA: Real-World Planning Under The One Big Beautiful Bill Act

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | Duration: 120 Minutes | Live
  • Credit: IRS Credits: 2.0 | NASBA Credits: 2.0| Product Code: WEB00387
Contact Person Robert S. Keebler
LIMITED SEAT
Qty
Add to Cart
Express Checkout
Refer To Friend

Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

The One Big Beautiful Bill Act (OBBBA) has reshaped the tax landscape in profound ways—reaching far beyond the Internal Revenue Code to influence investment strategies, retirement planning, and long-term wealth preservation. The ripple effects are already being felt across investment decisions, retirement planning, and long-term wealth strategies. In this program, Mr. Robert Keebler will break down the mathematics of OBBBA—showing exactly how the new law intersects with economics, client behavior, and planning outcomes.

Attendees will understand how to calculate the true after-tax cost of strategies under OBBBA, model scenarios that combine tax law with economic assumptions, and recognize where common planning techniques succeed—or fail—in this new environment. This is more than theory: Bob will illustrate real-world examples of estate and income tax planning that demonstrate how OBBBA’s provisions interact with market realities.

Key takeaways will include:

  • The mathematical framework behind OBBBA’s major provisions
  • How to compute the true after-tax cost of strategies under OBBBA
  • How OBBBA changes the economics of Roth conversions, charitable giving, and wealth transfers
  • Practical illustrations of tax savings and planning pitfalls under the new rules
  • Methods for modeling complex planning scenarios that incorporate both tax rules and economic assumptions.
  • Where traditional techniques thrive—or fall short—under the new framework.
  • Real-world case studies in estate, income, and retirement planning that reveal how OBBBA’s provisions align with (or disrupt) current market realities.

This session moves beyond theory and delivers actionable insights, giving practitioners the tools to adapt client strategies in response to the sweeping changes brought by OBBBA.

Session Highlights:

  • Real-world examples showing successful and failed planning under the new rules
  • A review of how the new regulations are structured
  • 20+ flowcharts to distill the new rules to common practical situations
  • Nuisances to the new ten-year rule
  • Planning for the surviving spouse
  • Planning to capture the five exceptions to the new ten-year rule
  • 22 practical examples make the new rules easy to understand
  • 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
  • Easy and concise case studies

Credits and Other Information:

  • Recommended CPE credit – 2.0
  • Recommended field of study – Taxes
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • NASBA Sponsor: 146439
  • IRS Course ID: PJGWS
  • Attendance Requirement:  Yes
  • Session Duration: 2 Hours
    • Case Studies and Live Q&A session with speaker
    • PowerPoint presentation for reference

Who Will Benefit:

  • CPA's
  • Tax Attorneys
  • Accountants
  • Tax Compliance Managers
  • Other Tax Professionals
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
Speaker Profile:
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and 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 and is the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.
IRS Credits
NASBA Credits
1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA
2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

3. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT
4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

6. How can I download the learning materials/Handouts available for the webinars/Seminar?

The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth
8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?
  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.
10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

11. How do I access a previously purchased webinar, self-study course, Web Download, or package?

To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.

12. I took a webinar, where is my certificate?

We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.

Recommended Courses

Date Conferences Duration Price Buy
Sep 24, 2025 Rethinking Roth Conversions: Navigating New Tax Laws OBBB And Opportunities 120 min $149 Buy
Nov 21, 2023 Understand the Fundamental of Trusts and Estates Planning 100 min $159 Buy
Sep 20, 2023 Foundations of Preparing Form 706 and 709: The Federal Estate and Gift Tax Return 240 min $159 Buy
Jun 28, 2023 Understand the Fundamental of Trusts and Estates Planning 100 min $149 Buy
Aug 12, 2021 Preparing Form 706: The Federal Estate Tax Return 240 min $179 Buy
Jun 17, 2021 2021 Estate Planning: IRAs Payable To Trusts After The Secure Act 100 min $159 Buy
John from New York
bought Course A
just now