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1. IRAs, Death And Taxes Wins A 4.7-Star Rating
(Matching tags: keebler,IRA,tax planning)
Need a refresher class on advanced IRA planning techniques? Bob Keebler nails it in this class this 4.7-star rated session. While the title of the session title is “IRAs and Roth IRA After ...
Friday, April 01, 2016
2. Medicare Surtax On Investment Income - Beware!
(Matching tags: client education,client communication,high net worth,medicare surtax,new tax rules,Tax Changes,tax law,tax planning,Tax-efficient investing,Taxes)
As of 2013, your clients might be impacted by the by the 3.8% Medicare Surtax. And, if they are, they might ask you, their advisor, for an explanation! It's important to know how the calculation works ...
Tuesday, January 07, 2014
... is so important, the five-dimensional tax world practitioners must suddenly navigate, the effect of asset allocation on tax minimization and a wide range of other issues.   Because Keebler is ...
Wednesday, November 27, 2013
4. Some Clarity For Same Sex Couples
(Matching tags: same sex couples,tax law,tax planning)
The tax laws for same sex couples have been and continue to be confusing.  Yet, for those of us advising these clients, we must be informed and clear on the topic – and that means we need to ...
Thursday, September 19, 2013
5. Three Year-End Planning Moves You Must Do This Year
(Matching tags: tax planning,Tax-efficient investing,year end tax planning)
Tax laws have changed and our clients are facing higher taxes than they’ve had in decades. They don’t understand the ins and outs. So, if they are surprised, they’re going to be looking ...
Friday, September 13, 2013
6. Year-End Tax Planning Is A Changed Game
(Matching tags: year end tax planning,Tax-efficient investing,client education,tax planning)
“We used to practice in a two-dimensional system, but now must practice in a four-dimensional world,” says Bob Keebler, a top educator of accounting and legal professionals on taxation of UHNWIs. ...
Monday, August 19, 2013
7. Seven Tips For Financial Planners Advising Same-Sex Couples In A Post-DOMA World
(Matching tags: DOMA,same sex couples,Tax Changes,new tax rules,tax law,divorce,year end tax planning,client education,tax planning,financial planning,client communications)
The Defense of Marriage Act (DOMA), which defined marriage as the union of one man and one woman, has been overturned by the Supreme Court and ruled unconstitutional. The federal government will now grant ...
Friday, July 05, 2013
With the sweeping changes in tax laws for 2013, there is a lot to watch out for when you file your return.   One area where taxpayers can be particularly vulnerable is with charitable contributions. ...
Wednesday, February 06, 2013
9. Don't Forget About Donor Advised Funds!
(Matching tags: charitable giving,philanthropy,tax efficient investing,tax planning,Tax-efficient investing,Taxes)
...  And, in between all of the hand holding, we’re dealing changing tax laws!  So, why would I suggest that this might be the time to consider donor advised funds?    ...
Tuesday, November 27, 2012
10. Tax Gain Harvesting - Another Perspective
(Matching tags: new tax rules,tax efficient investing,tax planning,Taxes,year end tax planning)
I have gone on record stating that I don't believe in tax gain harvesting (TGH) within taxable portfolios. I have plenty of reasons: * Clients hate to pay taxes. * There is no guarantee that ...
Wednesday, October 31, 2012
The Medicare surtax kicks in next year and applies to certain types of interest, dividends, capital gains, and rents. This includes capital gains from property sales.  ...
Wednesday, October 03, 2012
A US Supreme Court decision is in the making that will affect advisors to same-sex couples. The question is of extending the marital estate tax deduction to same-sex couples in states where it is legal ...
Friday, August 10, 2012
13. Surprise Upholding Of New Healthcare Law Means You Should Be Talking To Your Clients Now
(Matching tags: healthcare,Congress,Taxes,tax planning)
... the entire bill, the high court reclassified what would have been a penalty for failure to comply to a tax that will be imposed if individuals fail to get coverage.  ...
Friday, June 29, 2012
14. Don't Listen To The So-Called Experts: Don't Harvest Gains!
(Matching tags: new tax rules,Taxes,year end tax planning,Tax-efficient investing,tax efficient investing,investing,tax planning,asset management)
The "experts" are recommending harvesting gains this year. Don't listen! The tax rates are going up, so it seems to make sense to recognize gains when the tax rates are low.  But, guess ...
Monday, May 28, 2012
15. Retirement Account Contributions Remain Tax-Free...For Now
(Matching tags: retirement planning,tax planning,Taxes)
Retirement accounts were up for a tax hit in Congress recently but slid by unscathed. The recently passed Republican budget included a measure to streamline six tax brackets into two and decrease the ...
Wednesday, April 18, 2012
16. High-Net-Worth "Buffett Rule" Back On Tax Screens
(Matching tags: tax planning)
As the election season approaches, it looks like Warren Buffett's pleas for a higher tax rate are finally being taken seriously, and your clients are undoubtedly feeling the heat.  ...
Tuesday, April 10, 2012
17. Tax Treatment Of Incentive Options Can Affect Portfolio Management
(Matching tags: active management,asset management,investment strategies,tax planning)
Tax treatment of incentive options your client may own can affect your client’s overall portfolio management. Although seemingly a tax issue, understanding the rules affecting the sale of stock ...
Wednesday, March 07, 2012
18. Market's Surge Means Investors Need To Start Thinking About Tax Aspects Of Fund Investing
(Matching tags: tax efficient investing,tax planning,mutual funds)
The market bottomed three years ago and has jumped 21% on an annualized basis since that time. That means capital gains distributions could be on the horizon, at the same time the long-term capital gains ...
Friday, February 17, 2012
19. Advisor Products Partners With Keebler & Associates To Provide Estate And Income Tax Content Advisors Can Repurpose For Blogs, Social Media, And Webinars
(Matching tags: tax efficient investing,estate planning,Wealth Management,tax planning,financial planning,high net worth,client communications,prospecting,fiduciaries,advisor industry people)
  Bob Keebler’s explanation and analysis of income and estate tax law and IRA rules is now available to advisors in a monthly slide presentation series for $300 annually. ...
Thursday, February 09, 2012
20. Huge Opportunity For Your Clients' Portfolios!
(Matching tags: security,tax planning,asset management)
... method, average cost, unless a taxpayer elects another method.  Beginning in 2012, a taxpayer that wants to revoke the average cost method can do so within one year or, if earlier, by the date of ...
Thursday, January 12, 2012
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