It may seem it’s become harder to cut clients’ income taxes,
but you may not be aware…
There Are 75 Strategies
That Can Save Your Clients Income Taxes!
(And when you do, you’ll be the topic of their conversations
and get more referrals from them!)
We’re not merely talking about well-known, plain vanilla tax reduction strategies, like prepaying state income taxes and other itemized deductions or contributing to a qualified retirement plan.
Many of these 75 strategies are probably being overlooked by you (and your clients’ other advisors too!).
Whether you’re a CPA, financial advisor or estate planning attorney, join us and nationally renowned CPA and income tax authority, Robert S. Keebler for a special 2-part program series entitled, “The 75 Best Income Tax Strategies”.
You’ll learn useful client tax saving strategies pertaining to:
- Capital Gains and Losses
- Pension Distributions
- IRAs and Roth IRAs
- Bond Income
- Dividend Income
- Options Trading
- Employee Stock Options
- Specialized Investments
- Charitable Giving
- Trusts and Estates
- And more!
- Program Title: The 75 Best Income Tax Strategies
- Speaker: Robert S. Keebler
- Duration: 90 Minutes
ABOUT THE SPEAKER
CPA/PFS, MST, AEP (Distinguished), CGMA
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.