Advisors4Advisors

Event 

2017 Year-End Tax Planning Guidance For Investment Advisors
Category:
Financial Advisor Webinar Series
Title:
2017 Year-End Tax Planning Guidance For Investment Advisors
Presenter:
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Company:
Keebler & Associates, LLP
When:
08/31/17  4:00 PM EST - 5:00 PM EST
Replay:
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CE Credit:
CFP®
IMCA
Program Id:625851539
Event rating:
User rating
 
4.7 (80)

Description

With tax cuts possible in the weeks ahead, what do you tell clients to do right now? By getting on top of the issue early, you can prepare clients to act whether significant changes occur or not.

Managing clients' income-tax burden strategically and coordinating investments with tax and financial plans separates you from robo-advisors and non-professionals, and gives you a professional edge over your competitors.

At this session, Robert Keebler, CPA/PFS, an educator to legal and accounting professionals for over three decades, shares his encyclopedic knowledge of individual taxation -- timely fundamentals underpinning year-end income-tax planning, including:


Tax reform
Bracket management
Gain & loss harvesting
Tax-preferenced account contributions
Roth conversions
Alternative investments

To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for IRS EA CE, IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.



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0 of 0 people found the following review helpful
As Bob said - so tough to know what's up with EOY tax planning right now - but he still did a fine job of navigating these muddy waters.
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dprincipe Reviewed by dprincipe
August 30, 2017
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Last updated: August 30, 2017
 

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Outstanding
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austinc408 Reviewed by austinc408
August 30, 2017
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August 30, 2017
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donaldw317 Reviewed by donaldw317
August 30, 2017
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marcusm317 Reviewed by marcusm317
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