Year-end tax planning in 2025 will be especially important and effective. The OBBBA changes to the tax code and market volatility provide excellent low-risk opportunities and traps for the unwary. Start planning now to ensure you have the time to meet with clients, review their situation for ideas, and demonstrate your value. Join Bob Keebler, CPA to learn ideas to act on before year-end to maximize your client’s financial preparedness while minimizing tax liabilities – including topics like these and more:
- Tax planning - Bracket management, SALT planning and more
- Investment planning - Gain and loss harvesting, interest income to capital gains, loss carryforwards, oil and gas, opportunity zones
- Retirement planning – Include advanced Roth Conversions
- Education planning - Funding tax-preference accounts: 529 accounts
- Small business planning - Section 199A deduction planning and accelerating deductions
- Estate planning - Year-end estate and gift plans
Learning Outcomes
- Identify crucial topics to discuss with your clients this year
- Understand the variety of last minute retirement planning available
- Determine conversations to have with your client’s estate attorneys
- Discover steps to reinforce your position as your clients’ trusted advisor
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, IAR, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
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.
Robert is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration.
