2017 Tax Planning Opportunities And Traps For Investment Advisors

2017 Tax Planning Opportunities And Traps For Investment Advisors
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:760925027
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4.8 (64)

At this session, Robert Keebler, one of the nation's leading educators of lawyers and accountants on individual taxation, addresses tax opportunities and traps investment advisors must know in 2017.

 

You will learn about:

 

Essential opportunities for everyone

Bracket management

Gain and loss harvesting

Creating Tax Alpha

IRAs: basic and complex traps

Option traps

Trusts and estates opportunities

Tax reform traps



If you like Bob Keebler's webinars, you may love collaborating with him along with independent economist, Fritz Meyer, and portfolio design expert Dr. Craig Israelsen. For a 30-day free sign up for an account and, after verifying your email address, submit this free trial link for instant access to your 30-day free subscription.
 
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 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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