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Mastering Charitable Remainder Trusts – Planning and Compliance with Form 5227


  • EVENT DATE:

    Sep 02, 2026

  • PRESENTER(s): Robert Keebler

  • 01:00 PM ET | 12:00 PM CT | 10:00 AM PT | 120 Minutes

  • Product Code::TL069



Description

Mastering Charitable Remainder Trusts – Planning and Compliance with Form 5227 :-


Discover the secrets of Charitable Remainder Trusts (CRTs) and navigate the intricacies of Form 5227 compliance with our comprehensive webcast. Delve into the strategic use of CRTs for tax planning purposes and gain practical insights into their application in effective estate plans. Led by Robert Keebler, this course offers a deep dive into the fundamentals of CRTs, illustrating their significance and practical benefits. Learn how to identify suitable candidates for CRTs and integrate them seamlessly into tax and estate planning strategies.


Throughout the webcast, Robert Keebler will provide expert guidance on completing Form 5227, ensuring compliance with reporting requirements. Gain a thorough understanding of each section of the form, from trust assets and income to distributions and charitable beneficiaries. Stay informed about recent updates and changes to Form 5227, equipped with the knowledge to navigate compliance requirements with confidence. Don't miss this opportunity to master CRTs and Form 5227 compliance, enhancing your expertise and effectiveness in tax and estate planning.


This course will reflect the most current regulations and guidance. Any updates or changes to relevant laws or requirements will be fully incorporated into the content to ensure accuracy and compliance.



Learning Objectives:

At the end of this course, you will be able to:

    • Analyze the practical applications of Charitable Remainder Trusts (CRTs) in tax and estate planning.

    • Evaluate potential candidates for CRTs and integrate them into comprehensive tax and estate plans effectively. 

    • Summarize the steps required to complete Form 5227 and ensure adherence to reporting requirements. 

    • Discuss the benefits and considerations of using CRTs in financial planning strategies for clients.

Major Topics:

    • Charitable Remainder Trusts (CRTs): Fundamentals and Applications.
    • Types of CRTs: Benefits and Considerations.
    • Formation and Funding of CRTs: Practical Insights.
    • Identifying Suitable Candidates for CRTs: Strategic Approach.
    • Overview of Form 5227: Compliance Requirements.
    • Line-by-Line Breakdown of Form 5227: Detailed Analysis.
    • Reporting Trust Assets and Income: Accuracy and Precision.
    • Distributions and Charitable Beneficiaries: Key Considerations.
    • Compliance Updates for Form 5227: Recent Changes.

Credits and Other information:

  • Recommended IRS credit – 2.0
  • Recommended field of study – Tax
  • Session Prerequisites and preparation: None
  • Session learning level: Basic
  • Location: Virtual/Online
  • Delivery method: Group Internet Based
  • IRS CE Provider: #PUPOT
  • 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
  • Enrolled Agents (EAs)
  • Tax Professionals
  • Tax and Estate Planning Attorneys
  • Accountants
  • Registered Agents
  • Tax Compliance Managers
  • Other Tax Professionals
  • Finance professionals


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 favourable 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 CPE Credits: 2 (Taxes)                      This Program has been approved
                                                                                           for 2 CPE hours under IRS.
             - IRS CE Provider ID: #PUPOT




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