10.03.2023 - Tax Strategies
Tax Strategies for Upper-Middle Class Clients
Presented by Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and Associates
In this webinar, Bob Keebler talks about how year-end planning in 2023 is as important as ever. Looming changes to the tax code and market losses provide excellent low or no risk opportunities to reduce your clients tax burden. Starting planning now will assure you have the time to meet with clients, review their situation for ideas, and show your value.
Attendees Comments:
"New Ideas" Learned According to Webinar Attendees:
"Better awareness of CRTs, CLTs, life insurance vs. Roth conversions, bunching of tax deductions. Heard it before, but it starts to gel with Keebler's straightforward presentation."
"Bracket filling (I liked his slide on this), itemizing every two years, charitable trusts great info."
"Great to hear Bob address the sunsetting of the TJCA and strategies to minimize possible impact."
"I liked idea about new rule is is about Timing Deductions instead of Accelerating Deductions."
"New Ideas" Learned According to Webinar Attendees:
"Better awareness of CRTs, CLTs, life insurance vs. Roth conversions, bunching of tax deductions. Heard it before, but it starts to gel with Keebler's straightforward presentation."
"Bracket filling (I liked his slide on this), itemizing every two years, charitable trusts great info."
"Great to hear Bob address the sunsetting of the TJCA and strategies to minimize possible impact."
"I liked idea about new rule is is about Timing Deductions instead of Accelerating Deductions."