Likening the tax situation to when Major Leage Baseball instituted the designated-hitter, Keebler says, the financial advisors who will win most with their clients and prospects are those who adjust quickest by learning the new rules of the tax game.

 

Some additional bits of tax wisdom Keebler covered:

  • Couples with more than $1.6 million of income lose all their itemized deductions, which are subject to a phase-out starting on couples with more than $450,000.
  • Californians state income taxes of 13% or New York income tax of 10% get lopped on top of the higher federal brackets now imposed on UHWNIs, bringing effective income tax rates above 50% for the first time since the 1980s.
  • An Obama budget proposal would require the “average cost” method of tax lot accounting to be applied in securities sales and investors would no longer be allowed to choose the tax lots they wish to sell, removing a neat way some advisors add value.
  • Bracket management requires careful attention
  • Converting mutual funds and then recharacterizing them later based on performance is a brilliant strategy (video below)

 A4A's $60 a year subscription fee gives you unlimited access to A4A's library of more than 100 houirs of professional education webinars about financial planning and investment management issues affecting UHNWIs, including Bob Keebler's 2013 year-end tax planning session. 

 

 

Roth IRA Conversion Mutual Fund Strategy from Advisors4Advisors

 

 

 

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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

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A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis

 

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William Desormeau, Jr.  
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I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

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Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Fritz, and Craig's ongoing CE webinars has been a significant benefit.

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Fredric Mayerson, MBA, PhD, CFP®
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Norman Politziner, CFP

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Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

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Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific