"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."
Users 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."