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Year-End Tax Planning Your Clients Should Do
Presented by Bob Keebler

In this session, Bob Keebler, CPA, shared ideas for year-end tax strategies. Bob has been recognized as one of America's top CPAs. 

Attendees learned: 

  • How to manage tax brackets with ideas you have not considered
  • How to maximize itemized deductions to reduce taxes
  • How to harvest gains now and defer taxes 
  • The tax implications of college funding alternatives
  • How to use gifting and estate laws
  • How to qualify businesses (including rental real estate) for the 20% deduction

 

Click here for materials.

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