Advice

Bear Market Risk Illustrations For Pre-Retirees And Retirees -- 24/7 CFP® Continuing Education

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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

2018 Year-End Tax Planning Continuing Professional Education

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With the new Internal Revenue Code in effect for the first time this year, this continuing ed session kicks of our coverage of year end tax planning for practitioners. The reviews rave about the coverage. Thanks for appreciating our hard work!  Tax planning for pre-retirees may be the single most valuable service a financial planning professional or IA rep provides to consumers.  This webinar is for experienced practitioners, who have kept current on tax planning techniques.  REPLAY ADVANCED YEAR-END TAX PLANNING CONTINUING PROFESSIONAL EDUCATION  Robert Keebler, C

The New Business Tax Break: Qualified Business Income Deduction

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Introduction The Tax Cuts and Jobs Act (TCJA) has created a tax savings opportunity for businesses. Corporate tax rates have been reduced to a maximum 21 percent, while other businesses can qualify for a 20 percent income reduction by means of the Qualified Business Income (QBI) deduction. The QBI deduction was enacted to allow “pass-through” (non-C corporation) businesses some of the benefits of tax reduction available only to C corporations. As much as this deduction is intended to create parity, it doesn’t quite get there. The rules are quite complex, sometimes illogical, and someti

Keebler Talks Tax Cuts For Year-End Planning

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With less than 30 days to act on a slew of one-time tax law savngs opportunities, the replay of Bob Keebler’s December 1st webinar about year-end planning gives you everything real financial professionals need to know now.   A4A is a community.  Fritz Meyer, Craig Israelsen, and Bob Keebler collaborate with you direclty about low cost investing and financial planning. Low-expense financial planning professionals and investment fiduciaries love A4A's online continuing professional education.   Don’t take my word for it. Keebler’s average rating of 4.8 and these comments below say

What Is the Marginal Tax Rate on Pass-through Business Income?

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I am a sole proprietor and a C-corp owner, so the 2017 tax legislation (unofficially, the Tax Cuts and Jobs Act) affects me in multiple ways.   I had a simple question: What is the marginal tax rate on sole proprietor income, taking account of the new deduction for "qualified business income"?  

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