Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 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.
You'll Learn About: • Advantages of a "tax burn" • What is an IDGT? • Proper use of a SCIN • Relationship between a "tax burn" and an ILIT
For Financial Professional Use Only. This material may not be used with the public.
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UNDERSTAND HOW TO USE LIFE INSURANCE TO PROPERLY HEDGE THE IDGT TAX BURN