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Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesYear-End Tax Planning in 2025
Speaker: Bob Keebler, CPA/PFSHost: Tom Dickson, Financial Experts Network
1. Overview
In this session, Bob Keebler outlined critical year-end t...
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A few comments from listeners when they were asked what the learned from the webinar:
Importance of advisor not presenting him/herself to attorneys as estate planners or to CPAs as tax planners but only as financial, investment planners.
Importance of doing long term future RMDs for Roth conversions and other current tax planning.
As always, Bob does a masterful job of presenting and answering questions. "
- Lee C.
Bunching charitable deductions and clawing every 2 or 3 years.
- Josette R.
Didn't know about the car interest deduction
- Randall W.
I'm aware of "Widow Tax" professionally and personally and am going to schedule a meeting with my CPA to do life tax planning!
- Marian J.
Looking to future RMDs and their effect on the income tax rate in the future as a consideration for a Roth conversion
- Stephen B.
Not new, but better awareness of change in tax brackets when one spouse dies and begins filing as single instead of MFJ.
- Matt A.
Make charitable contributions in 2025 instead of 2026. Make sure to harvest all losses before you die.
- Kevin C.
Take advantage of 0% Cap gains bracket for retired clients with large NQ accounts
- Hien H.
The advisability of itemizing deductions every 2-3 years vs taking the standard deduction. Be careful of avoiding additional income such as Roth conversions that put you in a higher tax bracket as well as subject you to IRMAA
- Stephen F.
Importance of advisor not presenting him/herself to attorneys as estate planners or to CPAs as tax planners but only as financial, investment planners.
Importance of doing long term future RMDs for Roth conversions and other current tax planning.
As always, Bob does a masterful job of presenting and answering questions. "
- Lee C.
Bunching charitable deductions and clawing every 2 or 3 years.
- Josette R.
Didn't know about the car interest deduction
- Randall W.
I'm aware of "Widow Tax" professionally and personally and am going to schedule a meeting with my CPA to do life tax planning!
- Marian J.
Looking to future RMDs and their effect on the income tax rate in the future as a consideration for a Roth conversion
- Stephen B.
Not new, but better awareness of change in tax brackets when one spouse dies and begins filing as single instead of MFJ.
- Matt A.
Make charitable contributions in 2025 instead of 2026. Make sure to harvest all losses before you die.
- Kevin C.
Take advantage of 0% Cap gains bracket for retired clients with large NQ accounts
- Hien H.
The advisability of itemizing deductions every 2-3 years vs taking the standard deduction. Be careful of avoiding additional income such as Roth conversions that put you in a higher tax bracket as well as subject you to IRMAA
- Stephen F.
Informative.
Importance of advisor not presenting him/herself to attorneys as estate planners or to CPAs as tax planners but only as financial, investment planners.
Importance of doing long term future RMDs for Roth conversions and other current tax planning.
As always, Bob does a masterful job of presenting and answering questions. "
- Lee C.
Bunching charitable deductions and clawing every 2 or 3 years.
- Josette R.
Didn't know about the car interest deduction
- Randall W.
I'm aware of "Widow Tax" professionally and personally and am going to schedule a meeting with my CPA to do life tax planning!
- Marian J.
Looking to future RMDs and their effect on the income tax rate in the future as a consideration for a Roth conversion
- Stephen B.
Not new, but better awareness of change in tax brackets when one spouse dies and begins filing as single instead of MFJ.
- Matt A.
Make charitable contributions in 2025 instead of 2026. Make sure to harvest all losses before you die.
- Kevin C.
Take advantage of 0% Cap gains bracket for retired clients with large NQ accounts
- Hien H.
The advisability of itemizing deductions every 2-3 years vs taking the standard deduction. Be careful of avoiding additional income such as Roth conversions that put you in a higher tax bracket as well as subject you to IRMAA
- Stephen F.