Strategies Spawned By TCJA

Strategies Spawned By TCJA
Robert Keebler
04/12/18 4 PM EST
CFP® Live CPA IWI IRS EA
Program Id: 383552819
4.8
Average Attendee Rating
Poor Average Excellent

Attendees of this session will learn about how the Tax Cuts And Jobs Act affects strategies for:

Retirement income planning

Charitable giving
Roth IRA conversions
Paying for college
Advanced income tax planning using trusts
Contributions to retirement plans for business owners

At this class, Robert Keebler, CPA/PFS, one of the nation's top educators of lawyers and accountants on individual taxation, discusses a grab-bag of new opportunities offered by the recently enacted Tax Cut And Jobs Act.


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 IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations, CE credit towards the CIMA® and CPWA® certifications 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.

User reviews

59 reviews

 
(48)
 
(10)
 
(1)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
4.8  (59)
Already have an account? or Create an account
View all reviews View most helpful
Rating 
 
 
4.0

informative

Was this review helpful to you? 
Rating 
 
 
5.0
Was this review helpful to you? 
Rating 
 
 
5.0

Outstanding - best in a long time

Was this review helpful to you? 
Rating 
 
 
4.0

Good info. He scratched the surface. Would have liked more client examples.

Was this review helpful to you? 
Rating 
 
 
5.0

Very informative

Was this review helpful to you? 
View all user reviews