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Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates๐ Disclaimer
This summary is for informational purposes only and does not constitute tax, legal, or financial advice. Financial Experts Network is not responsible for interpretations or outco...
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A few comments from listeners when they were asked what the learned from the webinar:
There is so much to digest in the OBBB. It seems to open up new tax planning opportunities in terms of timing deductions and determining when/whether to itemize or use the standard deduction. This was a very helpful primer.
- Michael D.
New tax credit opportunities, timing importance of clean energy eliminations, lots to learn and educate clients about.
- Lee C.
Talking to clients about timing charitable contributions to years when taking itemized deductions. Use SALT for next 5 years while you can!
- Maria Z.
This is the first presentation I've seen on details of the new tax law, so other than the general picture, the details and inception dates, etc... were all new to me.
- Yechiel G.
There is so much to digest in the OBBB. It seems to open up new tax planning opportunities in terms of timing deductions and determining when/whether to itemize or use the standard deduction. This was a very helpful primer.
- Michael D.
New tax credit opportunities, timing importance of clean energy eliminations, lots to learn and educate clients about.
- Lee C.
Talking to clients about timing charitable contributions to years when taking itemized deductions. Use SALT for next 5 years while you can!
- Maria Z.
This is the first presentation I've seen on details of the new tax law, so other than the general picture, the details and inception dates, etc... were all new to me.
- Yechiel G.
There is so much to digest in the OBBB. It seems to open up new tax planning opportunities in terms of timing deductions and determining when/whether to itemize or use the standard deduction. This was a very helpful primer.
- Michael D.
New tax credit opportunities, timing importance of clean energy eliminations, lots to learn and educate clients about.
- Lee C.
Talking to clients about timing charitable contributions to years when taking itemized deductions. Use SALT for next 5 years while you can!
- Maria Z.
This is the first presentation I've seen on details of the new tax law, so other than the general picture, the details and inception dates, etc... were all new to me.
- Yechiel G.