2025 Tax Bill Updates: What Financial Advisors Need to Know Now
Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
Date:
Webinar Replay Description
Major tax changes are on the horizon—are you prepared to guide your clients through them? In this webinar, nationally renowned CPA Bob Keebler breaks down the latest tax bill updates and their impact on financial planning strategies.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
Reconciliation to pass bills in Congress can only be used 1 time each fiscal year. Section 199A is one thing that may be affected under the new administration.
- Stephen F.
Learned a lot about the 199A Deduction, which was great!
- Elizabeth L.
Stepped-up basis may be at risk, tax planning item to defer paying state taxes on a 2025 Roth Conversion until Jan 2026 if cap on SALT is lifted
- James M.
Very helpful information on what to look for with this new administration, with explanation of what the possible pros and cons are. It was also helpful to understand a little better about the legislative process and what the strategies may be.
- Monica B.
Reconciliation to pass bills in Congress can only be used 1 time each fiscal year. Section 199A is one thing that may be affected under the new administration.
- Stephen F.
Learned a lot about the 199A Deduction, which was great!
- Elizabeth L.
Stepped-up basis may be at risk, tax planning item to defer paying state taxes on a 2025 Roth Conversion until Jan 2026 if cap on SALT is lifted
- James M.
Very helpful information on what to look for with this new administration, with explanation of what the possible pros and cons are. It was also helpful to understand a little better about the legislative process and what the strategies may be.
- Monica B.
2025 Tax Bill Updates: What Financial Advisors Need to Know Now 02-06-2025
Attendees Comments:
Reconciliation to pass bills in Congress can only be used 1 time each fiscal year. Section 199A is one thing that may be affected under the new administration.
- Stephen F.
Learned a lot about the 199A Deduction, which was great!
- Elizabeth L.
Stepped-up basis may be at risk, tax planning item to defer paying state taxes on a 2025 Roth Conversion until Jan 2026 if cap on SALT is lifted
- James M.
Very helpful information on what to look for with this new administration, with explanation of what the possible pros and cons are. It was also helpful to understand a little better about the legislative process and what the strategies may be.
- Monica B.