Bob Keebler's Best Tax Planning Ideas for 2023
Boost Your Client's Tax Planning, Estate Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Wednesday, July, 19 • ET • 75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors

Bob Keebler, CPA/PFS, MST, AEP, CGMA
CPA and Tax Planning Expert Keebler and Associates
What You'll Learn
Buckle your seat belt and get ready for a fast ride through the very best ideas from Bob Keebler’s annually updated list of planning ideas. This presentation is ideal for anyone advising wealthy clients and will include:
* Roth Conversions & IRA…