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.
Join Bob Keebler for ideas on how clients can act before year-end to minimize their tax liabilities – including:
- 2023 year-end legislative update
- Bracket management considering: historically low rates, the scheduled sunset, and the potential changes
- Gain harvesting to capture a rate advantage
- The mathematics of loss harvesting
- Advanced Roth conversions
- Rethinking itemized deductions and charitable contributions
- Funding tax-preference accounts, including retirement plans and 529 accounts
- Section 199A deduction proposed changes and planning
- Year-end estate and gift planning
*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
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.