Advice
Trust & Estate Tax Planning, 2019 Update, Zeroes In On Real Financial Professionals
- Details Category: Tax
Written by Andrew Gluck
Created: April, 12 2019
Bob Keebler has been educating CPAs for decades about taxation of individuals. Having ghost-written a personal finance column that ran in 2,000 weekly and daily newspapers for the American Institute of CPAs from October 1983 to March 1986, I was privileged to get to know many the best CPAs in the country specializing in personal financial planning before I turned 30.
Bob follows tax geniuses like Sidney Kess, a legendary professional educator since the 1960s, who reportedly is still teaching! Thought leaders with a gift like theirs emerge once in a generation, savants at tax and financial plan
Create Videos & Webinars With Keebler’s Real Estate Tax Planning CE Session
- Details Category: Tax
Written by Andrew Gluck
Created: February, 24 2019
Tax Saving Strategies for Rental Real Estate Owners, a 1-credit continuing education class taught by Robert Keebler, CPA/PFS, received rave reviews from CFPs, CPAs, CIMAs and other advisors who attended the live session, which was eligible for CPA CPE. (See reviews below.) A4A members receive free unlimited CE with a $10 a month membership for our news feed for financial professionals.
Unlimited free CE for CFP, CPA, CIMA and other professionals is only one of the ways Advisors4Advisors is disrupting continuing education for financial planners.
A4A also enables professionals to leverage
Navigating The Roth IRA Maze
- Details Category: Retirement
Written by Andrew Gluck
Created: December, 13 2018
While many advisors know the basics of Roth IRAs, tax rates, interest rates and the stock market are driving major planning opportunities in the wake of the Tax Cuts and Jobs Act.
REPLAY
At this session Bob Keebler, CPA/PFS, reviews advanced techniques in a highly-rated webinar with one-credit of continuing education for CFP®, CIMA®, and other professionals.
Reasons to convert to a Roth IRA
Taxation of Roth IRA conversions
Taxation of Roth IRA distributions
Mathematics of Roth IRA conversions
Re-characterizations
Estate tax considerations
"Stretch" Roth IRAs
Using i
Thank You For A 4.8-Star Rating, Despite Pointed Criticism
- Details Category: Tax
Written by Andrew Gluck
Created: November, 18 2018
This continuing education (CE) course on advanced tax planning for Section 199(A) of the Internal Revenue Code by Bob Keebler received serious constructive criticism and, nonetheless, a 4.8-star rating from attendees of the live session. A4A members ($10/month) can replay it 24/7 for continuing education credit from CFP Board and Investments & Wealth Institute.
The comments below are pointed and we are grateful to you for them. Your feedback is smart and professional, displaying the vitality of the A4A community. Bob Keebler, CPA/PFS, has been educating lawyers and accountants for ove
Bear Market Risk Illustrations For Pre-Retirees And Retirees -- 24/7 CFP® Continuing Education
- Details Category: Retirement
Written by Andrew Gluck
Created: September, 30 2018
Your clients and you face a growing risk: bad luck. When retired and pre-retired investors suffer portfolio two or three years in row of losses in their portfolio -- a bear market -- it can break an investor's spirit, making it too hard to stick with a sensible plan formulated for moments exactly like this.
Craig Israelsen imparts wisdom on a topic of growing urgency. With the 110-month-long expansion closing in on the 120-month record-longest boom that bracketed the 1990s, this webinar equips advisors for a timely and crucial conversation for advisors and clients.
REPLAY