Business Owner Tax Strategies And Trends

Business Owner Tax Strategies And Trends
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id:315353931
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4.6 (29)

If you advise business owners, then this session will give you talking points for helping them with financial planning.

Robert Keebler, CPA/PFS, who has been educating legal and accounting professionals for over three decades, gears this presentation to financial planners and investment advisors. He lays out the important issues you must cover with business owners, defining the body of knowledge financial advisors should cover with owners of a range of different types of businesses.


At this presentation, we’ll cover:
 

A review of key topics and incentives in the tax code
The tax and liability implications of various organizational structures
Advantages and examples of risk mediation through capital restructuring



Extend the financial planning wisdom of Bob Keebler, independent economist Fritz Meyer, and MPT expert Dr. Craig Israelsen, and other A4A speakers in a client communications platform for professionals. Advisor Products is entrusted with distributing and editing Fritz, Bob, and Craig’s intellectual property to educate advisor clients. A4A and Advisor products have reinvented professional education and the delivery of advice by investment fiduciaries online. This 18-minute series of videos tells you about our innovative ecosystem for financial planning professionals and investment fiduciaries.

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 l
eadership of the accounting profession.

This webinar is eligible for IRS EA CE, IMCA® CE, CFP® CE, PACE credit toward CLU® and ChFC® designations and live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays available 24/7 to paying members ($60 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.


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GOOD PLANNING OPPORTUNITIES
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npolitziner Reviewed by npolitziner
November 10, 2016
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finfil Reviewed by finfil
November 10, 2016
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Very good update on what might happen with taxes after the election of a new government
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rwroge Reviewed by rwroge
November 10, 2016
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very informative as usual
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lagillen Reviewed by lagillen
November 10, 2016
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jerryc512 Reviewed by jerryc512
November 10, 2016
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