CLE Approved Masterclass “The Mathematics of Portability”
December 9 @ 4:00 pm – 5:30 pm EST
CLE Approved Jurisdictions: 1.5 Hours in Florida, Illinois, New York, and Texas.
Pending Jurisdictions: CA and NJ. Self-submit available in other states.
Cost: $70.00
Learn from InterActive Legal’s Experts!
This premium, CLE-included event brings together deep experience, practical insight,
and decades of shared expertise from InterActive Legal.
The estate and gift tax basic exclusion amount is now “permanently” set at $15 million for 2026 and indexed for inflation thereafter, which gives planners a somewhat more stable foundation, and might lead more planners to recommend the portability option. Electing portability allows a surviving spouse to retain the deceased spouse’s unused estate and gift tax exemption, but understanding the mathematics of this tax benefit in the current environment is critical
In this Masterclass, Robert Keebler, CPA/PFS, MST, AEP (Distinguished), and ACTEC Fellow Jonathan G. Blattmachr, Esq., will examine all aspects of portability, using algebra, charts, and real-world examples, including:
- The mathematics of portability in depth
- Estate tax consequences of electing portability
- Income tax consequences of electing portability
- Portability in second marriages
- Portability for large and small IRAs
Attendees will learn the basics of calculating the DSUE amount, evaluating different strategies at the first death, and weighing estate tax savings against the income tax value of a basis step-up.
Whether you are an attorney drafting the estate plan, a CPA preparing the Form 706, or a financial planner advising a surviving spouse, this program will give you the analytical tools to make, and defend, the right portability decision for every client. Don’t miss this opportunity to learn from two of the profession’s leading voices on estate and income tax planning.
Seating is Limited. Secure your spot today.
Meet Our Speakers
Jonathan G. Blattmachr, Esq.
InterActive Legal Editor in Chief
and Co-Founder
Robert S. Keebler, CPA
Keebler & Associates, LLP
Continuing Education Credits
InterActive Legal is partnering with Beacon Live to offer CLE Credit for this webinar.
You will need to create a Beacon Live account (or use your existing account) to register for this event.
- CLE Approved 1.5 Hours in FL, IL, NY, and TX
- Pending Jurisdictions: CA and NJ
- Self-submit available in other states
- Cost: $70.00
This presentation is only available for live attendance.
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