Join us for an exclusive webinar preview featuring renowned tax strategist Bob Keebler, CPA, AEP (Distinguished), as he unveils the core strategies and cutting-edge insights he’ll teach in the upcoming Comprehensive Tax Planning Masterclass for financial professionals.
In this preview session, Bob will walk through the four-part series designed to arm financial advisors, CPAs, and EAs with practical tools to slash client tax liabilities and unlock new planning opportunities. From advanced bracket management and Roth conversion timing to entity structuring for business owners and charitable gifting strategies, Bob delivers the insights you need to stay ahead of the TCJA sunset and help clients prepare for a shifting tax landscape.
You’ll get a first look at how the Masterclass:
- Uses case studies to illustrate Roth glide paths, QBI deductions, and exit planning.
- Teaches advisors to leverage the Form 1040 as a diagnostic tool for high-income clients.
- Equips you to navigate complex tax rules around trusts, equity compensation, and real estate.
Whether you’re advising retirees, business owners, physicians, or charitably inclined clients, this preview is your front-row seat to a Masterclass that’s already generating buzz across the advisor community.
🗓️ Don’t miss this chance to preview the most comprehensive tax planning training of the year—direct from one of the most trusted names in the field.