2023 Critical Year-End Planning for the Mass Affluent

Year-end planning is as important as ever. Looming changes to the tax code and market volatility provide excellent low or no-risk opportunities to reduce your client’s tax burden.   Starting planning now will assure you have the time to meet with clients, review their situation for ideas, and show your value.

We have turned to nationally renowned CPA and tax planning expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA for one of the most important and time-sensitive presentations you will want to tune into entitled, “2023 Critical Year-End Planning for the Mass Affluent”.

This 85-minute presentation will provide, ideas, tips, and tools to act before year-end to minimize your client’s tax liabilities – including:

  • Bracket management considering: historically low rates, the scheduled sunset, and the potential changes
  • Gain harvesting to capture a rate advantage
  • The mathematics of loss harvesting
  • Advanced Roth conversions
  • Rethinking itemized deductions and charitable contributions
  • Funding tax-preference accounts, including retirement plans and 529 accounts
  • Section 199A deduction proposed changes and planning
  • 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: 2023 Critical Year-End Planning for the Mass Affluent
  • Speaker:
  • Duration: 85 minutes


Includes: MP4 Video (and Audio) Recording of Presentation plus PDF handout materials.

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.



Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler

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…


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.