Learning Center

Tax Reform: The Final Edition

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It’s critically important that Financial Professionals get quickly up to speed on how their best clients will be impacted by tax reform. This session from FPA Annual Conference 2018 will specifically cover:

  • The Complete Overhaul of Itemized Deductions 
  • The New Rate Structure for Individuals 
  • The New Child & Family Tax Credits 
  • Re-thinking DrawnDown Strategies 
  • Re-thinking Charitable Strategies 
  • Roth Conversions Going Forward 
  • Advanced Income Tax Planning Using Trusts 
  • The Massive Change to the Taxation of Pass Thru Income
  • Understand the basics of new IRC Section 199A
  • Identify how to help clients DrawnDown their retirement accounts, plan charitable contributions, analyze Roth conversions, and recognize when settling a trust may help reduce a client's income tax burden
  • Explain the basic recent changes to the Tax Code which will affect their average client

Robert Keebler, CPA/PFS, MST, AEP

Partner, Keebler & Associates, LLP

Robert Keebler is a partner at Keebler & Associates, LLP. He is a recipient of the Accredited Estate Planners Award from the National Association of Estate Planners & Councils, and has been named by CPA Magazine as one of the top 100 most influential practitioners in the U.S., as well as one of the top 40 tax advisers to know during a recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. He frequently represents clients before the IRS on a variety of matters.

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Tax Reform: The Final Edition
Open to view video.
Open to view video.
Course Evaluation
7 Questions
Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available