Best Financial & Tax Planning Ideas For 2019

Best Financial & Tax Planning Ideas For 2019
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Keebler & Associates, LLP
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CFP® - 1 credit
IMCA - 1 credit
Live CPA - 1 credit
IRS EA - 1 credit
Program Id: 226150299

With the new year and new tax laws, advisors must be familiar with many new planning opportunities and traps in 2019.

This class gives you the grounding needed to advise clients on the most important strategies to emerge since December 2017 affecting mass-affluent and high-net-worth individuals, including:

new itemized deduction strategies
charitable giving and donor advised funds
best gift and estate tax ideas
new loss limitation rules
trust and estate income tax planning
business interest limitations
state income tax planning strategies
selecting the right form for a closely held business
using C-Corps and S-Corps together
expanded 1202 planning for the enlarged estate exemption
installment sales for reducing and deferring income tax
increasing 199A deductions with DB plans or captive insurers
top 10 strategies for 2019


Robert Keebler, CPA/PFS, earned an average rating of more than 4.8 out of five stars from A4A members in his last 12 monthly sessions. Bob, who has taught legal and accounting professionals about taxation of individuals for three decades, will speak for 50 minutes and then answer questions. Bob teaches at a fast-pace and questions are strongly encouraged.

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.


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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Good, given this is not my chosen area of expertise, the information is interesting but not actionable. I distinguish myself in other ways.

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