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

Robert Keebler
Thursday, January 13, 2022 4PM EST
CFP® Live CPA IWI IRS EA
Program Id: 308153267
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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.

 


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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