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Guest Expert: Bob Keebler, CPA/PFS, MST, AEP, CGMA, Keebler and AssociatesIn 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 r...
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"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."