What Year-End Tax Planning Should Every
Estate Planner Be Considering in 2024?
Year-end planning in 2024 is as important as ever. Looming changes to the tax code and market volatility provide excellent low-or-no-risk opportunities to reduce your clients’ tax burden. Start planning now to ensure you have the time to meet with clients, review their situation for ideas, and demonstrate your value.
We have turned to nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), for one of the most important and time-sensitive presentations you will want to tune into entitled, “2024 Year-End Tax Planning”.
In this 102-minute presentation, Bob will provide, ideas, tips, and tools to act on before year-end to minimize your client’s tax liabilities – including:
- Potential rate changes
- Bracket management considering historically low rates, the scheduled sunset, and the potential changes
- Gain harvesting to capture a rate advantage and potential increase in the LTCG tax
- The mathematics of loss harvesting
- Advanced Roth conversions including sunset strategies
- Back door Roth conversions
- Rethinking itemized deductions and charitable contributions
- SALT planning
- Funding tax-preference accounts, including retirement plans and 529 accounts
- Section 199A deduction proposed changes and planning
- Converting interest income to capital gain income
- Utilizing large loss carryforwards
- How do charitable lead annuity trusts work: both grantor and non-grantor
- How to use a CRT to smooth out income and diversity concentrated positions
- How to use oil and gas to offset substantial income
- AMT issues with oil and gas
- How to use defined benefit pension plans
- Roth conversions and the five-year rule
- The $1,000 Roth conversion strategy for both plans and IRAs
- Tax-aware investing and long-tern benefit
- Maximize defined contribution plan savings
- Non-deductible IRAs
- Section 529 plans
- Opportunity zones
- Borrowing from life insurance
- Accelerating small business tax deductions
- Year-end estate and gift planning
- And much more!
Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. A PDF transcript is available as an add-on for an additional fee.
- Program Title: 2024 Year-End Tax Planning
- Speaker: Robert S. Keebler
- Duration: 102 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.