2022 Year-End Planning, Amid Looming Tax Reforms And Stock Market Volatility 

Year-end planning is important in 2022. Looming changes to the Internal Revenue Code and market volatility have opened low- or no-risk opportunities to reduce taxes. Starting now helps assure you have ample time to meet with clients, review their situation, and propose tax planning steps that demonstrate the value of your advice.

This class teaches strategies practitioners must implement before the year ends to minimize client tax liabilities. Learning objectives include:

   ●  A concise explanation and analysis of pending tax legislation and its strategic financial planning implications
   ●  Bracket management in light of:

   ●  nearly-the-lowest interest rates in decade
   ●  the estate tax exemption sunset coming in 2026
   ●  pending legislative changes

   ●  Gain harvesting to maximize a tax bracket
   ●  Principles of harvesting capital gains and losses
   ●  Advanced Roth IRA conversion tactics
   ●  Optimizing itemized deductions and charitable contributions
   ●  Funding tax-preference accounts, including retirement plans and 529 accounts
   ●  Section 199A deduction proposed changes and planning
   ●  Year-end estate and gift planning

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), is a partner at Keebler & Associates of Green Bay, Wis. For over three decades, Bob has been a pre-eminent educator of CPAs on personal financial planning and taxation. He's taught monthly on A4A for 13 years. Actionable tax advice is taught in a clear, concise, high-energy style makes Bob Keebler unique among tax and financial planning professional educators.