Year End Tax Planning For The Other 99%

While Congress is debating how the government will tax the top 1%, advisors must help the other 99% with year-end planning, knowing the President’s promise not to raise taxes on families with less than $450,000 of income.

This class builds on last-month’s year-end tax planning class and provides additional ideas to help your clients, including:

• charitable remainder trusts (CRTs)
• installment sale strategies, including the two-year installment sale
• Section 199A year-end strategies for business owners
• estate tax principles for those who never expected to pay it

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.

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.