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By Popular Demand, CCH Presents Timely Webinar on New Carryover Basis Rules and Form 8939

Are You Ready for the January 17 Filing Deadline?

(RIVERWOODS, ILL., January 9, 2012) – Based on very high participation and tremendous feedback from last week’s CCH webinar on carryover basis rules for 2010 deaths and new Form 8939, CCH is again presenting this important session for professionals who still need questions answered about Form 8939 before it must be filed on January 17. Form 8939 is used by heirs of estates of decedents who died in 2010 and who want to elect to apply the modified carryover basis rules to their benefactor's estate as opposed to the estate tax rules. CCH, a Wolters Kluwer business is a leading global provider of tax, accounting and audit information, software and services (

Webinar Details

Presented by nationally recognized tax and estate planning expert, Robert Keebler, CPA, M.S.T., AEP, the two-hour, CPE webinar covering basis election issues, the complex GST tax considerations associated with the election out of the estate tax for estates of decedents who died in 2010, and the filing of Form 8939 will be held on Friday, January 13 at 1:00 p.m. Eastern time. For more details on how to enroll, pricing, CPE credit and more, please visit or click here.

“We know there are many questions out there and practitioners have high demand for guidance on the carryover basis rules and how to prepare Form 8939,” said Joe Gornick, Senior Manager, CCH Seminars. “With a fast-approaching filing deadline on the horizon, we want to make sure all tax professionals have the opportunity to participate in this important webinar with Bob Keebler and leverage his insights to assist clients.”

Program topics include:

  • How to make the Code Sec. 1022 election;
  • GST issues you need to be aware of;
  • Community property issues;
  • Fiduciary responsibilities;
  • Allocation of basis;
  • Beneficiary statements;
  • No protective elections; and
  • Preparing Form 8939, and more.

The session will help practitioners develop a solid base of knowledge related to the special basis rules for deaths occurring in 2010; recognize the critical factors affecting the election to use carryover basis and the procedures for making the election on Form 8939; and answer client questions on the carryover basis rules with accuracy and confidence. 

Webinar Presenter

Robert S. Keebler, CPA, M.S.T., AEP helps tax professionals understand the complexities of new carryover basis rules and delivers details in a way that’s easy-to-understand. He is a Partner with Keebler & Associates, LLP located in Green Bay, Wis. and his practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Keebler is the author of more than 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. He is also a developer of the Roth IRA Conversion Expert and the CCH Carryover Basis Answers resource, both published by CCH. Keebler is a recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels, and he has been named by CPA Magazine as one of the "Top 100 Most Influential Practitioners in the United States."

For More Information

The audio for CCH Seminars is now delivered streaming over the internet to your computer. Telephone connection also is still available for those who want or need it. For more information on enrolling in the webinar, CPE credit and other details, please visit, click here or contact Customer Service at 1-800-775-7654.

About CCH, a Wolters Kluwer business

CCH, a Wolters Kluwer business ( is the leading global provider of tax, accounting and audit information, software and services. It has served tax, accounting and business professionals since 1913. Among its market-leading solutions are The ProSystem fx® Suite, CorpSystem®, CCH® IntelliConnect®, Accounting Research Manager® and the U.S. Master Tax Guide®. CCH is based in Riverwoods, Ill. Follow us now on Twitter @CCHMediaHelp. Wolters Kluwer ( is a market-leading global information services company. Wolters Kluwer is headquartered in Alphen aan den Rijn, the Netherlands. Its shares are quoted on Euronext Amsterdam (WKL) and are included in the AEX and Euronext 100 indices.

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