Year-End Tax Planning 2020 CPE With Robert Keebler

Robert Keebler
09/10/20 4 PM EST
Program Id: 708349859
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Covid Crisis Hits Private Wealth
(August 25, 2020)
Coronavirus is cutting a path of economic destruction, transforming the landscape of investing and taxation. The abrupt change in conditions challenges families to act on new risks and opportunities in managing their wealth. 

Families are being hit with a "perfect storm.“ That's what the private wealth client group at the New York law firm of Moses & Singer calls it at this hourlong CE class, which inspired this video for clients of private wealth advisors.   




August 17: 2020 Year-End Tax Planning Will Be An Adventure 
Year-end tax planning is not what you’d normally call adventurous, astounding or even exciting. Due to the the Covid crisis, yearend tax planning is going to be an adventure sport this year. Now's the time to coach your clients and give them a heads-up. August 17: 2020 Year-End Tax Planning Will Be An Adventure

Engaging clients with cartoon characters to communicate complicated concepts is one of the best ways to make tax and financial planning tips for consumers easy to consumer.  

Canned content is derided by some "experts" in SEO, but they don't have a bias and do not know about how content from A4A thought leaders can be optimized and personalized by RIAs, providing ethical SEO to financial advisors.

July 12: 2020 Roth Conversion Q&A

Roth Conversion is a major tax saving strategy of 2020 for those who  take RMDs or about to do so for the first time. 

The July 9 class received an average rating of 9.6 on a 10-point scale. At the end of the session, Bob Keebler, CPA/PFS, answered questions from A4A members.  (Read Q&A)


 Class Descrption: 2020 Year End Tax Planning 2020 CPE With Robert Keebler 


Year-end tax planning is more complex, important and deadline-driven than ever in 2020, due to the tax and financial tumult of the Covid crisis, and the stakes are raised by the November election, which will determine the precise strategies to advise clients to take by the end of the year.      

This class covers:

• best strategies under the Biden tax plan 
• bracket management
• low rates, the scheduled sunset under Biden
• gain harvesting to capture a rate advantage
• the mathematics of loss harvesting
• Roth conversions
• itemizing deductions strategically
• funding tax-preferenced accounts
• 529 Plans for elementary and high-school tuition
• charitable contribution strategies
• Opportunity Zone investments
• Section 199A deduction planning
• using trusts to create additional income taxpayers
• year-end estate and gift planning

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.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.

*If you don't see your GoToWebinar registration confirmation, please double-check your email spam/junk folders. The emails come from This email address is being protected from spambots. You need JavaScript enabled to view it..

July 9: 2020: Main Street Lending Program Alert For Business Owners
Business owners who were unable to qualify for federal Covid-crisis emergency assistance from the Payment Protection Program (PPP) need to know about the Main Street Lending Program (MSLP).

Enabled by the CARES Act on March 27, 2020, MSLP is administered by the Federal Reserve Board, which is not a normal function of the Fed. MSLP  makes available $600 billion in federal aid to small businesses  that had sound financials before the Covid outbreak. MSLP loans are not forgivable and the program has been met with a tepid reponse from business owners.    

MSLP has been thew subject of considerable buzz in recent weeks, with business owners awaiting details about MSLP loans terms. On June 26, the Fed released this lengthy FAQ, which prompted a video and email campaign educating business owners about latest details on MSLP.   

To learn about our FINRA-reviewed content for financial consumers,contact us.  


June 23, 2020: Covid-19 Tax Break Suspends Required Minimum Distributions

In this period of social distancing, many individuals 65 and older are staying home and their expenses are lower than expected. This has created an unexpected tax break for those who take required minimum distributions – RMDs -- or who are are about to start RMDs.




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 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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Very good and thought provoking.

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