2019 Planning For The SALT Limitation & Charitable Contributions

2019 Planning For The SALT Limitation & Charitable Contributions
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: 438172171

In 2018, when the standard deduction doubled, and state and local tax deductions were capped at $10,000, traditional tax planning to maximize itemized deductions was shattered.

However, planning to mitigate the cost of the SALT cap is possible and often prudent. Moreover, the changes compel the charitably inclined to embrace more complicated strategies.

This session covers tactics and long-term strategic plans to reduce your clients' income tax burden following the "simplification" of deductions. These techniques include:

itemizing every other year
donor-advised funds
private foundations
charitable trusts
donations of securities
incomplete non-grantor trusts


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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Excellent webinar

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Helpful to a certain extent, but complex

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great

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Excellent as usual

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