Webinar Replay

Join renowned CPA Bob Keebler in this comprehensive webinar to explore advanced tax planning strategies designed to maximize your clients' financial outcomes. This session will delve into key areas such as Roth Conversions, Roth IRA Distribution Limitations, Net Unrealized Appreciation, Gain and Loss Harvesting, Novel 529 Strategies, Opportunity Zones, Solar Investment, and 1031 Exchanges, providing you with the insights needed to effectively manage your clients' tax brackets. Learn how to optimize annuities through gain harvesting, leverage charitable giving for tax benefits, and strategically plan itemized deductions.