Bob Keebler Says He Needs A Third 100-Minute Session To Explain 75 Ways To Generate Tax-Alpha Hot

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Originally, Bob's session, "75 ways to Generate Tax Alpha," was going to be one session. Then, Bob told us he needed a lot more time, so we made it two sessions. A few days later, Bob said he would need to double the length of each session, so we did that and it meant the series would be worth a total of four continuing education credits. Now, Bob says he needs six hours and A4A members will get six credit for attending the series. 

 
You have to love Bob Keebler and what he is doing on Advisors4Advisors. He's not planning a session for an hour a month and making the content fit the allotted time; he is designing a professional education course to teach CFPs, CPAs, CIMAs, CPWAs, EAs, and state-licensed insurance professionals everything they need to know to advise clients competently on investing while applying a tax-efficient strategy.
 
Because A4A gives Bob total flexibility, he can expand the series by simply sending me an email. No corporate approval needed. It's Bob deciding. Moreover, Bob profits by making the sessions as useful to you as possible. It's win-win-win for him, A4A, and A4A members. This is evidence of divine inspiration. What we're doing is bigger than Bob or me.
 
Below is the invitation Bob and I wrote about next week's session.
 
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Friday, June 27 at 4 p.m. Eastern
You must be a paying A4A member ($60 annually) to attend webinars, view replays 24/7, and receive CPA, CFP, EA, IMCA or state insurance department CE credit. Join

 

This is the second in a three-session series and each session qualifies for two CPE credits.
 
Tax increases underscore the importance of the bottom line for investors: It's not what you earn on your investments that counts; it's what you keep after taxes.
 
Tax is a bigger drag on investment performance than commissions or management fees. Left unchecked, taxes over the long haul can wreck client returns.
 
Five-star rankings and lists of "top mutual funds" teach investors to focus on achieving the highest possible returns pre-tax, leaving tax planning until after gains or losses are realized.
 
However, taxes can be source of "advisor alpha." In 2014, HNWIs and UHNWIs face for the first time must deal with a five-dimensional tax system, and it requires a change in long-term tax planning strategy. Many of the ways advisors optimize for after-tax returns under the new tax regime are explained in-depth in this second installment of "75 Ways To Generate Income Tax Alpha," which covers:
  • Specialized investment strategies
  • Strategic Tax-Alpha® strategies
  • Tactical tax strategies
  • Tactical tax strategies (cont.)
  • Trusts and estates strategies
Studies over the past 15 years showed that taxes reduced returns by an average of one- to three-percentage points annually. The recent tax increases raise these percentages significantly. Advisors who understand how to utilize statutory tax shelters provided within the Internal Revenue Code, and explain them to clients, can compete more effectively for UHNWI clients.
Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading educators of lawyers, accountants and financial planners. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler contributes regularly to Advisors4Advisors and is an Advisor Products content partner.
Advisors4Advisors is a continuing education sponsor for CFP, CPA, CIMA, CIMC, and CPWA professionals. CFP® and IMCA-accredited professionals receive professional education credit on 24/7 replays as well as live sessions held Fridays at 4 p.m. ET.  CPAs must attend live sessions to receive CPE. View details.

This webinar is pending eligibility for two CFP®, IMCA®, and PACE credits toward CLU® and ChFC® designations, as well as IRS EA CE and CPA CPE credits.
Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPA/PFSs, CIMAs, CLUs and ChFCs.
Cost: There is no fee to attend this course, if you are a member of Advisors4Advisors ($60/year).
CPE credit: 2 hours, in the Taxes field of study
Prerequisites: None
Advanced Preparation: None
Course Level: Overview
Course Delivery Method: Group Internet-Based
Program Policies: For more information regarding administrative policies such as refund, cancellation and complaint please contact our offices at 516-333-0066 x219, or via email: This email address is being protected from spambots. You need JavaScript enabled to view it..

Advisors4Advisors 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.learningmarket.org. Advisors4Advisors is also approved as a continuing education sponsor by IMCA, which administers the CIMA and CPWA designations, and CFP Board of Standards, which licenses the designation for CFP professionals.

 

 

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With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
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  • wants the Certified Financial Counselor™ designation 
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MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

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Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!
NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

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Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific