Keebler Talks Tax Cuts For Year-End Planning

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 it all.
 
 
Comments:
SUPER
Bob and Andy are always great!
Outstanding
Terrific
Thank you Bob for the usual thorough analysis. As you stated, this is all fast moving and could change further in the coming days. The suggestion that we prepare clients ahead of time for the ultimate range of possible changes is a valuable one. Also, planning ahead to accelerate deductions, especially state and local taxes, is critical. The same goes for postponing income into 2018 and a variety of other items you mentioned. Appreciate your continued dedication.
I thought he was way to choppy and wasn't clear on content.
great
As always - outstanding.  Please have Bob back once the new plan is final.
Great.
Bob Keebler is a rock star! I'm looking forward to the cheat sheet he mentioned and further topics from him.
So much to absorb in a 60 minute webinar.   Look forward to the summary. thanks for being pro-active in getting the information to subscribers.
Useful.
Excellent summary of proposed tax changes
timely!!!
Keebler is always a good listen.
Absolutely essential information!
Good update info
INCREDIBLY USEFUL INFO - given the absurdly short timing of the tax bill "in play" as I type this - to help our clients potentially save material amounts of taxes before y/e 2017 - literally only 17 business days from now!
very, very informative and timely.  I really enjoyed it.  Wish i didn't have to keep jumping in and out and will sign up for the newsletter
Bob Keebler . . . . what else needs saying?
On the fly presentations based on breaking current events are difficult.  As usual, Bob nailed it.  Thanks again for a worthy expenditure of my valuable time.  Highly beneficial.
outstanding, as usual! really helped me frame making my "cheat sheet" guide this weekend, how to proceed.  think I'll be ordering all xmas presents on amazon, going to be one busy month!
Excellent summary on a topic with uncertainty
Outstanding
Very fast paced.  Amount of information almost overwhelming.
Great work.
it covered so much it could have gone on for hours i think it was helpful but much is still TBD
Thank you for the timely and concise summary of pending tax legislation!
Great stuff.  Gonna be a crazy year end.
Excellent and timely given the difficulty of grasping a moving target.
Very informative. Bob is always on top of the tax law changes
Bob is awesome as usual
Timely & helpful
great
Good information
Thank you for the precise summaries and opinions!
Excellent...So much to cover in so little time.

This Website Is For Financial Professionals Only


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.

CE Since October 2008

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, Bob Keebler, 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
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
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.

PeteDeacon-CPA-CFP

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 Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp

Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!

NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

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. 

KevinBrosious-CFP-CPA-PFS

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