You will learn about:
• Essential opportunities for everyone
• Bracket management
• Gain and loss harvesting
• Creating Tax Alpha
• IRAs: basic and complex traps
• Option traps
• Trusts and estates opportunities
• Tax reform traps
If you like Bob Keebler's webinars, you may love collaborating with him along with independent economist, Fritz Meyer, and portfolio design expert Dr. Craig Israelsen. For a 30-day free sign up for an account and, after verifying your email address, submit this free trial link for instant access to your 30-day free subscription.
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob 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. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.
This webinar is eligible for IRS EA CE, IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.
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