The Best Tax Planning Strategies
to Leverage the TCJA Sunset
Whether you’re an estate planning attorney, CPA, or financial advisor, there are actions to be taken in 2024 and 2025 to provide massive benefits to clients as the TCJA sunset looms in the near future. Understanding which tax planning opportunities are available and best for clients and their everchanging needs and circumstances is a must.
This is why we have turned to the nationally renowned leading tax and estate planning expert, Robert S. Keebler CPA/PFS, MST, AEP (Distinguished) to put together this timely and practical presentation entitled “The Very Best Tax Planning Ideas: A 2-Part Series”.
In this 2-part series, Bob will cover the following the best tax planning strategies around the following topics:
- Tax Bracket Management
- Capital Gains and Loss Harvesting
- Best Investments for Tax Planning
- IRA and Retirement Planning
- Utilizing Life Insurance
- Estate and Gift Tax Planning, including Portability
- The Advanced-Level Planning Alphabet Soup, including CRTs, INGs, CICs, GRATs, FLPs, IDGTs, SCINs, DAPTs, SLATs, and more!
- Trust Decanting
- And much more!
Your purchase includes an instantly downloadable MP4 video and audio recording, and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: The Very Best Tax Planning Ideas: A 2-Part Series
- Speaker: Robert S. Keebler
- Duration: 200 minutes
Purchase
ABOUT THE SPEAKER
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has 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…
IMPORTANT NOTICE REGARDING CE CREDIT
The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.
However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.