Bob Keebler called in today to say he needs a third 100-minute, two-CE credit session to explain how to generate tax-alpha.
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.
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.
There is no fee to attend this course, if you are a member of Advisors4Advisors ($60/year)
2 hours, in the Taxes field of study
Advanced Preparation: None
Course Level: Overview
Course Delivery Method
: Group Internet-Based
For more information regarding administrative policies such as refund, cancellation and complaint please contact our offices at 516-333-0066 x219, or via email:
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.