Webinar Registration

Tax Planning Ideas for the Financial Advisor to Share with their Clients

Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available

Wednesday, July, 10

12:00pm ET

120 minutes

Earn 2 CE credit Trusted by 10,000+ financial advisors

Bob Keebler, CPA/PFS, MST, AEP, CGMA

Tax Planning Educator

What You'll Learn

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 …

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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.

Additionally, the webinar will cover the nuances of 529 Plans, the unique benefits of investing in oil and gas, and the intricacies of installment sales. Whether you're looking to enhance your knowledge on investments or seeking innovative approaches to tax planning, this session offers valuable information to help you guide your clients towards making informed financial decisions. Don't miss this opportunity to gain practical tips and strategies that you can immediately apply in your practice.

*CE/CPE Eligible: 1 CE credit is available to attendees with these designations: CFP, CLU, ChFC and RICP. CPA attendees will earn 1 CPE credit. This program has been submitted for approval for 2 - IAR credits - Pending.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.