Investment advisors add value by managing clients' income tax burden strategically. It's what separates you from Robo-advisors and non-professionals. IAs and planners usually do not prepare tax returns, of course, but coordinating investments with income-tax planning gives you a professional edge over your competitors.
At this session, Robert Keebler, CPA/PFS, an educator of legal and accounting professionals for over three decades, shares his encyclopedic knowledge of individual taxation — timely fundamentals underpinning year-end income-tax planning, including:
• Managing the brackets
• Harvesting gains and losses
• Tax-favored contributions
• Roiling over IRAs
• Converting to Roth IRAs
• Alternative investments
• Charitable planning
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.
Bob now shares his tax and financial planning slides with transcriptions of his A4A webinars, giving you a scripted one-hour class you can teach in your own webinars, seminars, and client meetings.
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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0 of 0 people found the following review helpfulBob has repeated a few things over the past many months which bear repeating and which are valuable pointers for advisors. One of the most important to me (and one which has been borne out on many occasions with my clients) is the importance of demonstrating tax proficiency at a more advance level when doing planning for clients. This is why I've found that advisors with CPA credentials are growing by leaps and bounds. I have seen firsthand the benefits of having this advanced tax knowledge. Very important!
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