2019 Year-End Tax Planning Guidance For Investment Advisers

If tax-efficient investing and income tax planning separate you from competitors, please tune in to this 2019 year-end tax planning class.

The tools and tips in this presentation will allow you to manage your client's income tax burden effectively.

At this session, Robert Keebler will cover the following items which will be critical to consider before year-end:

• Tax reform & bracket management
• Gain & loss harvesting
• Education planning
• Retirement income planning
• 199A planning



Robert Keebler, CPA/PFS, the quintessential financial planning practitioner, earned an average rating of more than 4.8 stars (out of five) from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, presents slides for 50 minutes and then answer questions.
 
Please submit questions about trust and estate tax cases.


To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

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. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

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.