2018 Year-End Tax Guidance For Investment Advisers

Event

2018 Year-End Tax Guidance For Investment Advisers
Title:
2018 Year-End Tax Guidance For Investment Advisers
When:
Thu, 20. September 2018, 04:00 PM EST - 05:00 PM EST
Category:
Webinars
Created by:
Ben Resnik

Description

If tax-efficient investing and income tax planning separate you from competitors, please tune in to this 2018 year-end tax planning class.
 

Financial planning and investment professionals learn techniques to minimize client income taxes and optimize investments for tax purposes.

With a new tax code in effect for the first time this year, you'll get tips about:

managing the new brackets
gain and loss harvesting
education savings tax breaks
retirement income planning
199A opportunities for business owners

Robert Keebler, CPA/PFS, earned an average rating of more than 4.8 out of five stars from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, will speak for 50 minutes and then answer questions. Please send your questions and comments to This email address is being protected from spambots. You need JavaScript enabled to view it..

To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

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 one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.

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We're the right news and professional education solution for you if you’re a fiduciary who:

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

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--  strategically invests based on MPT

--  offers tax and financial planning advice

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