With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)

With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps (Two Credits)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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CFP® - 2 credits
IMCA - 2 credits
Live CPA - 2 credits
IRS EA - 2 credits
Program Id:193848747
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4.8 (41)

Clients are filing 2016 returns through April 15 on the eve of massive tax cuts, making this the most important tax-filing seasons in 30 years. 


To advise on investments, retirement income, insurance, financial planners and investment advisors -- even if you do not prepare returns -- need to know how to fill in and utilize an individual's Form 1040.  At this 100-minute session, Robert Keebler, CPA/PFS, an educator of legal and accounting professionals for over three decades, shares everything a financial advisor must know about taxes for the 2017 tax-filing season, including:

Wage, interest, & dividend taxation
Capital gains & losses
Business income or loss
Retirement saving incentives
Income and loss from real estate and partnerships
Social security taxation
Educator expenses, HSAs, & Moving expenses
Student loan interest & tuition deductions
Standard & itemized deductions
Dependency & exemptions
Computing tax due & understanding the AMT
Education, retirement savings, child, and energy tax credits
• Self-employment tax
Early distributions from retirement plans
NIIT & Additional Medicare tax


If you like A4A’s continuing education sessions, you may be interested in a 30-day free trial of a platform for collaborating with Bob Keebler, portfolio design expert Dr. Craig Israelsen, and independent economist Fritz Meyer. To start your free trial, sign up for an account. After verifying your email address, click here for instant access.

 
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 two IRS EA CE, IMCA® CE, CFP® CE, PACE credits toward CLU® and ChFC® designations and two live CPA CPE credits.


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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joelt703 Reviewed by joelt703
January 26, 2017
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Good tax review
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rwroge Reviewed by rwroge
January 26, 2017
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FFS Reviewed by FFS
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excellent material and presentation (given the complexity and likely changes ahead of!)
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myrnam605 Reviewed by myrnam605
January 26, 2017
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michael67N Reviewed by michael67N
January 26, 2017
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