Opportunities Post-Correction, And Amid Low Interest Rates

In the harsh light of financial terms, the Covid-19 stock market drop presents a tax and financial planning opportunity for millions of Americans.

At this session, Robert Keebler, CPA/PFS, speaks about situations practitioners must look out for, amid the ongoing  correction and financial angst over the outbreak, including:

• Portfolio management opportunities
• Loss harvesting for individuals, trusts and estates
• Charitable donations and CRTs
• Benefiting from lower interest rates
• Rethinking estate administration post-plunge
• Reassessing Roth conversion post-plunge
• Exercising ISOs & NQSOs strategically
• Unwinding NUA positions wisely
• Advising concentrated portfolios prudently


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.


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.