Webinar Registration

Tax Strategies for Upper-Middle Class Clients
Boost Your Client's Tax Planning outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, October, 3
|
ET
|
90 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Bob Keebler
Bob Keebler, CPA/PFS, MST, AEP, CGMA
Tax Planning Educator Keebler and Associates

What You'll Learn

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…

Read More
Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.
Register Now
Name
Check all the boxes for the type of CE credits you require?
This question is for testing whether or not you are a human visitor and to prevent automated spam submissions.
What You'll Learn
No content added
Webinar Description

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.