What You'll Learn

Join nationally renowned CAP Bob Keebler for this session when he educates you on the topics listed below.

1. Understanding the Multi-Dimensional Tax System
   1. Ordinary income tax brackets and capital gains brackets
   2. Strategies for High-Income Earners with W-2
   3. K-1 and Schedule E Strategies
   4. Passive vs. non-passive
   5. Grouping Elections and 469 planning
   6. 3.8% Net Investment Income Tax (NIIT)
   7. Alternative Minimum Tax (AMT)
2. Core Bracket Management Strategies
   1. Capital gain harvesting and tradeoffs
   2. Capital loss harvesting and offset rules
   3. Flying below the radar: strategic income timing
   4. Income smoothing and Roth conversions
3. Asset Location
   1. Tax-free assets: Roth IRAs, life insurance, municipal bonds
   2. Tax-deferred assets: IRAs, annuities, retirement accounts
   3. Taxable assets: dividends, capital gains, interest income
   4. Tax-preferred assets: real estate, oil & gas investments
4. Planning Impacts of Medicare Premiums
   1. Bracket creep and IRMAA surcharges
   2. How income strategy affects Part B and Part D costs
5. Additional Planning Opportunities
   1. Use of NUA (Scenarios: Client laid off; Possible Roth conversion with NUA)
   2. Use of annuities, and life insurance in tax management
   3. Strategies for high-income clients in transition years