Post-Election Proactive Year-End Tax and Financial Planning Opportunities
The current economic and political environment has created great uncertainty for the CPA practicing in personal financial planning, including estate, retirement, tax, insurance and investment planning; however, following the election perhaps some of that uncertainty has receded. In this webcast, Bob Keebler will cover the tax proposals of the incoming administration and year-end tax and financial planning opportunities under the current law.
Instructor: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.
- By the end of this webcast, you will be able to:
- Discuss the tax proposals of the incoming administration with clients
- Utilize and suggest year-end tax and financial planning opportunities und the current law
Professional Area of Focus
CPE Field of Study
Who Should Attend
1:00 pm - 2:45 pm