Webinar Registration

Session 2 of Tax Planning Masterclass:
Foundational to Advanced Strategies for Individual Clients 
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, July, 22
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ET
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150 minutes
Earn 2 CE credit Trusted by 10,000+ financial advisors
Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates

What You'll Learn

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. …
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Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
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What You'll Learn
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Webinar Description

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

Register Now

Please note that CE credits are only available to paying subscribers. Click here to learn more about our subscription plans.
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.