75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*

75 Ways To Generate Tax-Alpha (Part 3) (Two CE credits)*
Robert Keebler
07/11/14 4 PM EST
IWI IRS EA
Program Id: 987474137
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Tax increases underscore the importance of the bottom line for investors: it's not what you earn on your investment that counts, it's what you keep after taxes.

Tax bigger drag on investment performance than commissions or management fees. Left unchecked, taxes over the long haul can wreck client returns.

Five-star rankings and lists of "top mutual funds" teach investors to focus on achieving the highest possible returns pre-tax, leaving tax planning until after gains or losses are realized.
However, taxes can be source of "advisor alpha." In 2014, HNWIs and UHNWIs face for the first time must deal with a five-dimensional tax system, and it requires a change in long-term tax planning strategy. Many of the ways advisors optimize for after-tax returns under the new tax regime are explained in this third installment of "75 Ways To Generate Income Tax Alpha®," which covers: 
  • Tactical tax strategies (cont.)
  • Trusts and estates strategies


Studies over the past 15 years showed that taxes reduced returns by an average of one- to three-percentage points annually. The recent tax increases raise these percentages significantly. Advisors who understand how to utilize statutory tax shelters provided within the Internal Revenue Code, and explain them to clients, can compete more effectively for UHNWI clients.

Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation's leading  educators of lawyers, accountants and financial planners. 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 contributes regularly to Advisors4Advisors and is an Advisor Products content partner.
 
This session is eligible for two IMCA® CE and two IRS EA CE credits.


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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4.0

Great content

The 3 part series 75 Ways To Generate Tax-Alpha is great. A suggestion would be for the presenter to control the slides. The slides do keep up with the content that Mr. Keebler is discussing.

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(Updated: July 10, 2014)
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5.0

Complex stuff - requiring me to stretch to learn - but Bob's concepts are clearly articulated + worthwhile to help apply to specific client situations - where they can create the tax alpha Bob suggests is available for those wishing to impliment these strategies.

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4.0

Good presentation. The instructor is very knowledgeable.

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5.0

Great, Please keep 'em coming

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