With the Supreme Court decision upholding the Affordable Health Care Act, super-CPA Bob Keebler will go over key tax rules affecting advisor clients. Keebler will also explain how to make charitable planning a “win-win” scenario for your client and the charitable organization.
At this webinar, you will learn about:
• Medicare payroll tax of 0.9% on joint filers with more than $250,000 of AGI
• 3.8% surtax on joint filers with more than $250,000 of AGI
• New reporting requirements on W-2s
• Doubling of the penalty on non-qualified distributions from Health Savings Accounts
• 40% excise tax on high-cost health insurance plans
• Lifetime gifts versus testamentary bequests
• DAFs, CRTs, CLTs, and gift annuities
• Funding testamentary bequests with IRA assets
Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading professional educators of lawyers and accountants. A partner at Keebler & Associates, he 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. Keebler is a blogger on Advisors4Advisors and an Advisor Products subject matter expert.
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Timely subject and a high level of knowledge related about it. Great timing for this webinar
Thank you Andy!
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I thought it was great. I knew very little on the subject and now I know what I need to know for my client base.
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Excellent as usual. Will be good to repeat and/or udpate the info. There're lots to digest.
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Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate