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2020 Isn’t Over Yet!
The Best of the Best Tax Planning Ideas
Left for 2020!

Whether you’re an estate planning attorney, CPA, or financial advisor, it is important that you understand that 2020 is a special year with a lot of potential changes to come, regardless of how the November election pans out.

That is why you will want to be sure to join us  for a special and timely teleconference on Thursday, October 8, 2020 at 9am Pacific Time (12pm Eastern Time) entitled, “Best of The Best: The Very Best Tax Planning Ideas in 2020”, with nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA.

During this 90-minute presentation, Bob will be helping advisors to understand and navigate the myriad of tax planning opportunities that remain available for this year.

So, buckle your seat belts and get ready for a fast ride through the very best tax planning ideas that Bob has for you to actually use in your practice and with your clients!

Your registration includes: Participation on the live teleconference (including Q&A) and PDF handout materials. The MP3 audio recording and/or PDF transcripts may be added for additional fee at checkout.

  • Program Title: Best of the Best: The Very Best Tax Planning Ideas in 2020
  • Speaker:
  • Date: Thursday, October 8, 2020
  • Time: 9:00 am PT (12:00 pm ET)
  • Duration: 90 minutes

Register

Includes: Participation on the live teleconference (including Q&A) and PDF handout materials. The MP3 audio recording and/or PDF transcripts may be added for additional fee at checkout.

SKU RSK100820TCALR

Includes: PDF handout materials and MP3 audio recording of 90-minute program.  The PDF transcripts may be added for additional fee at checkout.

SKU RSK091020ODSP

ABOUT THE SPEAKER

Robert S. Keebler

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

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 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 Planning Counsels. 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. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…

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.