Advisors4Advisors

Event 

2018 Tax Planning For Advisors, Two Credits
Category:
Financial Advisor Webinar Series
Title:
2018 Tax Planning For Advisors, Two Credits
Presenter:
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Company:
Keebler & Associates, LLP
When:
02/08/18  4:00 PM EST - 5:45 PM EST
Replay:
You must be registered and logged into view this replay
CE Credit:
CFP®
IMCA
Program Id:224103475
Event rating:
User rating
 
4.9 (101)

Description

The new tax law changed everything. At this session, Robert Keebler, CPA/PFS, shares key planning strategies financial planning professionals need to know now.

What the overhaul means to financial advisor clients
Pass through income opportunities and pitfalls
Professional service firms
C Corps
The new estate planning regime and administration rules
Gift and GST exemption doubled
Financial planner and investment advisor action plan.
 
 
To collaborate deeply with Bob, subscribe to a free trial of our client education platform.

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession. Keebler's ideas are often presented in email newsletters, videos, and social content for advisor clients from Advisor Products.

This webinar is eligible for Two IRS EA, CFP CE, CIMA, CPWA, PACE credits toward the CLU® and ChFC® designations and Two live CPA CPE credits.



View all user reviews

Average user rating from: 101 user(s)

To write a review please register or login.

Rating:
 
4.9
 
 

0 of 0 people found the following review helpful
Bob is excellent as usual
Rating:
 
5.0
Was this review helpful to you?
Yes No
Indyadvisor Reviewed by Indyadvisor
February 07, 2018
Top 50 Reviewer
View all my reviews
Report this review
 
Last updated: February 07, 2018
 

0 of 0 people found the following review helpful
Excellent
Rating:
 
5.0
Was this review helpful to you?
Yes No
larrys719 Reviewed by larrys719
February 07, 2018
Top 50 Reviewer
View all my reviews
Report this review
 
Last updated: February 07, 2018
 

0 of 0 people found the following review helpful
Excellent information from a very well-respected source.
Rating:
 
5.0
Was this review helpful to you?
Yes No
carolinee952 Reviewed by carolinee952
February 07, 2018

View all my reviews
Report this review
 
Last updated: February 07, 2018
 

0 of 0 people found the following review helpful
Comprehensive overview of new tax law
Rating:
 
5.0
Was this review helpful to you?
Yes No
JTWPlanner Reviewed by JTWPlanner
February 07, 2018
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: February 07, 2018
 

0 of 0 people found the following review helpful
Excellent overview of a very broad topic.
Rating:
 
5.0
Was this review helpful to you?
Yes No
Jay Hutchins Reviewed by Jay Hutchins
February 07, 2018
Top 500 Reviewer
View all my reviews
Report this review
 
Last updated: February 07, 2018
 
 
View all user reviews