2020 Financial & Tax Planning Practitioner Guidance


2020 Financial & Tax Planning Practitioner Guidance
2020 Financial & Tax Planning Practitioner Guidance
Thu, 5. December 2019, 04:00 PM EST - 05:00 PM EST
Created by:
Ben Resnik


Federal taxes are simpler for most Americans but more complex for many advisor clients.

The TCJA rendered obsolete much of the tax and financial advice you gave just a couple of years ago.

Meanwhile, the nation's $1 trillion deficit and spiraling long-term debt makes a tax hike more likely, with a national election less than a year away, and with stocks near an all-time high, as low yields and low inflation re-frame a fiduciary's perspective on portfolio management.

Against this backdrop, Bob Keebler, CPA/PFS, shares guidance on tax, financial, and investment planning strategies practitioners need to know for 2020, including:

• possible impact of the election on your clients' financial plans
• action items for the new year
• tax planning in the event of a down market
• tax-sensitive retirement income planning
• integrating tax-alpha and risk management
• tips on encouraging clients to take action (or not)

Robert Keebler, CPA/PFS, the quintessential financial planning practitioner, earned an average rating of more than 4.8 stars (out of five) from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, presents slides for 50 minutes and then answer questions.

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.

Skip To: Latest News.

Top Stories