Top Tax And Financial Planning Ideas For 2022, Robert Keebler's January 2022 CE Class

With a new year and new tax laws, practitioners must update planning strategies and take advantage of the myriad of opportunities. This class covers the latest and most innovative planning strategies for 2022 and includes:

• a review of current events and risks
• Roth conversion ideas
• the power of tax planning in increasing advisor alpha
• charitable giving
• installment sales
• state income tax planning dos and don’t
• Section 1202 planning for Qualified Small Business Stock
• non-grantor trust income tax planning and tips
• core gift and estate tax planning
• life insurance and IRAs


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.