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Session 2 of Tax Planning Masterclass:
Foundational to Advanced Strategies for Individual Clients 
Date: Tuesday, July, 22 2025 12:00 PM
CE Eligible
Duration: 150 minutes
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
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Join nationally renowned CPA Bob Keebler for this session when he educates you on the topics listed below.

  1. Tax-Advantaged Accounts
    1. Contribution optimization for IRAs, 401(k)s, SEP, SIMPLE plans
    2. Brief overview of HSAs
    3. Education funding: 529s and Coverdell ESAs
    4. Multi-year funding; Grandparent 529s, 529-to-Roth conversions
  2. Deductions and Credits
    1. Itemized vs. standard deduction strategy
    2. Tax bunching and charitable bundling
    3. Key credits: CTC, EITC, and education-related credits
  3. Investment Tax Planning
    1. Capital gains timing, harvesting, and stacking strategies
    2. Concentrated positions
    3. Examples of cap gains stacking by income bracket
  4. Income Shifting and Splitting
    1. Using family trusts and gifting
    2. Employing family members and setting reasonable compensation
  5. Other
    1. Social Security benefits and taxes
    2. Capital gains from homeowners insurance proceeds

6. TCJA Sunset: The Possible Impact and What You Can Control