*CE Eligible: 2 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. Special Note: This program is also approved for two CE credit hours for Investment Advisor Representatives.
Join renowned CPA Bob Keebler in this comprehensive webinar to explore advanced tax planning strategies designed to maximize your clients' financial outcomes. This session will delve into key areas such as Roth Conversions, Roth IRA Distribution Limitations, Net Unrealized Appreciation, Gain and Loss Harvesting, Novel 529 Strategies, Opportunity Zones, Solar Investment, and 1031 Exchanges, providing you with the insights needed to effectively manage your clients' tax brackets. Learn how to optimize annuities through gain harvesting, leverage charitable giving for tax benefits, and strategically plan itemized deductions.
Additionally, the webinar will cover the nuances of 529 Plans, the unique benefits of investing in oil and gas, and the intricacies of installment sales. Whether you're looking to enhance your knowledge on investments or seeking innovative approaches to tax planning, this session offers valuable information to help you guide your clients towards making informed financial decisions. Don't miss this opportunity to gain practical tips and strategies that you can immediately apply in your practice.