Rethinking Roth Conversions: Navigating New Tax Laws OBBB And Opportunities

  • 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: WEB00353
Contact Person Robert S. Keebler
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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

With the new OBBB introducing changes to tax laws and retirement planning, understanding the opportunities and potential pitfalls of Roth conversions may play a critical role in proactive planning. This session will explore how the latest legislation may impact Roth IRA conversions, offering actionable insights to help you optimize your retirement strategy. We’ll break down the technical and strategic elements of Roth conversions, including income tax implications, coordination with estate and retirement planning, and how to assess the long-term benefits for clients.

In addition, will also address common practitioner concerns such as timing conversions around income variability, managing estimated taxes, and understanding the ripple effects on Medicare premiums and Social Security benefits.

Session Highlights:
  • Pre-Secure Law for Post-Mortem Distributions
  • Key Changes to the SECURE Act
  • Roth Conversions – Strategic Planning Post-OBBB
  • Taxation of Roth IRA Conversions
  • Mathematics of Roth IRA Conversions
  • Taxation of Roth IRA Distributions in the new landscape
  • Life Insurance Strategies
  • Estate Tax Considerations
  • Income Taxation of IRA Trusts - Post-OBBB Considerations
  • Generating Losses - Ideas to shelter Income

Learning Objectives:

  • Evaluate the impact of The One Big Beautiful Bill (OBBB) Act on Roth conversions
  • Evaluate the tax and estate planning benefits of Roth conversions
  • Identify Estate Planning Motivated Roth Conversions - In response to the SECURE Act
  • The SALT deduction and the SLAT phaseout
  • Understanding the 45.5% marginal rate when a Roth conversion causes SALT phaseout
  • Understanding the benefit of the new senior deduction and how the senior deduction impacts Roth conversions
  • Key tax changes under the new administration and their implications for Roth conversions
  • The benefits of converting to a Roth IRA in today’s economic and legislative environment
  • Strategies to minimize taxes and maximize benefits during the conversion process, including oil and gas and charitable
  • Why Roth conversions are better when a client has a taxable estate.
  • Roth conversions for special needs beneficiaries

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
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