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.
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0 of 0 people found the following review helpfulexcellent material and presentation (given the complexity and likely changes ahead of!)
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