Tax Strategies for Upper-Middle Class Clients
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Date:
Webinar Replay Description
In this webinar, Bob Keebler talks about how year-end planning in 2023 is as important as ever.
Comments
"New Ideas" Learned According to Webinar Attendees:
"Better awareness of CRTs, CLTs, life insurance vs. Roth conversions, bunching of tax deductions. Heard it before, but it starts to gel with Keebler's straightforward presentation."
"Bracket filling (I liked his slide on this), itemizing every two years, charitable trusts great info."
"Great to hear Bob address the sunsetting of the TJCA and strategies to minimize possible impact."
"I liked idea about new rule is is about Timing Deductions instead of Accelerating Deductions."
10.03.2023 - Tax Strategies
Attendees Comments:
"New Ideas" Learned According to Webinar Attendees:
"Better awareness of CRTs, CLTs, life insurance vs. Roth conversions, bunching of tax deductions. Heard it before, but it starts to gel with Keebler's straightforward presentation."
"Bracket filling (I liked his slide on this), itemizing every two years, charitable trusts great info."
"Great to hear Bob address the sunsetting of the TJCA and strategies to minimize possible impact."
"I liked idea about new rule is is about Timing Deductions instead of Accelerating Deductions."