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 IRS EA CE credit.
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The strategies that are most applicable to middle-class clients are of most interest to me, including tax-loss harvesting and Roth conversions.
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Good job!
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.