In 2026 your clients with income from $100,000 to $500,000 have the ability to implement dozens of strategies that can make an important difference in their financial lives. Join highly respected Bob Keebler, CPA to learn the most important and time-appropriate planning techniques that you should be discussing with your clients.
Here's a list of what Bob will cover:
- OBBBA Core Review
- Opportunity Zone opportunities & challenges
- Tax Incentives for Equity Investments in Small Business Corporations
- Reporting Income from an Installment Sale
- Understanding Itemized Deduction Strategies
- Implementing 529 College Plans for children and grandchildren
- Understanding tactical Roth conversions vs. strategic Roth conversions
- Refresher on the Wash Sale Rules
- Gain harvesting strategies and the time value of money
- Critical concepts of fiduciary income taxation
- Proactive planning, and relief for missed, portability elections
*CE/CPE Eligible: 1.5 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
