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
You must be registered and logged in to view this replay
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.

User reviews

49 reviews

 
(36)
 
(10)
 
(3)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
4.7  (49)
Already have an account? or Create an account
View all reviews View most helpful
Rating 
 
5.0

Excellent webinar

Was this review helpful to you? 
Rating 
 
5.0

Helpful to a certain extent, but complex

Was this review helpful to you? 
Rating 
 
5.0
Was this review helpful to you? 
Rating 
 
4.0

great

Was this review helpful to you? 
Rating 
 
5.0

Excellent as usual

Was this review helpful to you? 
View all user reviews

 

We're the right news and professional education solution for you if you’re a fiduciary who:

 

--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

--  relies on economic fundamentals

--  broadly diversifies a core of client portfolios in low-expense funds

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  wants thought leadership when bad news breaks 

 

A4A courses, accredited by the CFP Board, IWI, and NASBA, power a special brand of independent financial advice. We also leverage the Web to benefit consumers as well as fiduciaries enrolled in our classes.

 

 

   JOIN   

Want thought leadership from Fritz Meyer, Bob Keebler, and Craig Israelsen optimized to boost your local search-engine ranking? 

 

Want A4A's tax, financial and investment planning knowledge delivered automatically your clients weekly?

 

Want a team with 22 years of experience in financial advisor marketing

 

 

      Sign Up For A Demo