15 Timely Tax Planning Concepts For 2023, Bob Keebler's December 2022 Update

Say goodbye to 2022 and start 2023 right, with this review of 15 great ideas and core concepts that you absolutely need to understand.

This objective of this class is to remind advisors of the rules, goals, and technical details of common tax and financial planning issues clients are expected to face in 2023, including:

1. Bracket management
2. Long-term capital gains, including 0% rate
3. Gain harvesting
4. Loss harvesting and wash sales
5. Estate and gift tax exemption
6. Net investment income tax (NIIT)
7. Kiddie tax
8. Education funding
   • 529 education savings plans
   • Coverdell education savings account
   • Savings bonds interest exclusion
   • Lifetime learning credits
   • American opportunity tax credit
9. Selecting a tax-advantaged business structure
10. NUA
11. Investment interest expense
12. Taking advantage of 100% bonus depreciation or Section 179 expensing
13. Passive activities
14. Small business stock – QSBS – 0% Rate
15. Retirement plan options

Learning Objectives:

• proactively planning for 2023
• how the legislative outlook impacts common situations
• integrating loss harvesting in an overall capital gains strategy
• the math of recognizing capital gains
• directing charitable gifts to reduce capital gains
• how §453 installment sales reduce capital gains
• electing out of installment sale treatment to accelerate gain

Who should attend:

• Investment Advisors
• Financial Planners
• Wealth Managers
• Institutional Investment Plan Trustees
• Institutional Investment Consultants
• Financial Analysts
• Securities and Research Analysts

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.

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

Who Should Attend: Financial Advisors, CFPs, EAs, CFAs, CPA/PFSs, CIMAs, CLUs and ChFCs.
Cost: There is no fee to attend this course if you are a member of Advisors4Advisors ($120/year).
CPE credit: 1 hour, in the Taxes field of study
Prerequisites: None
Advanced Preparation: None
Course Level: Update
Course Delivery Method: Group Internet-Based
Program Policies: For more information regarding administrative policies such as refund, cancellation and complaint, please email This email address is being protected from spambots. You need JavaScript enabled to view it..

Advisors4Advisors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. Advisors4Advisors is also approved as a continuing education sponsor by IWI, which administers the CIMA^® and CPWA^® designations, and CFP Board of Standards, which licenses the designation for CFP^® professionals.