Bob Keebler’s Monthly Tax & Financial Planning Course, Feb. 2023: Five Must Know Strategies For 2023

Tax laws significantly changed again. Consequently, what you need to know to advise clients on income, estate, and gift taxes is obsolete. 

The best way to get up to speed is to take particpoate in Bob Keebler's monthly classes on Advisors4Advisors. This class reviews:

1.  common tax and financial planning problems clients are likely to face in 2023

2.  changes in federal taxation relevant to clients 

3.  strategies to comply with new rules and minimize federal income, estate, and gift taxes, namely:

• SECURE 1.0 and 2.0
• Inter-vivos estate planning for large IRAs
• Core estate tax planning in 2023
• Roth conversions
• Split-dollar life Insurance

Learning objectives:

the most important tax and financial planning techniques under current financial, economic, and legislative conditions

an update on annual tax requirements in the context of providing clients strategic planning advice on their personal situation

practical considerations in implementing strategies for business owners, doctors, real estate investors, and corporate executives

Who should attend:

• Investment Advisors
• Fnancial 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.