CalCPA PFP Wealth Wednesdays: How to Benefit Financially From Upcoming Tax Law Changes Webcast | 4173461A

Date :
November 15, 2017 11:00 AM - 12:00 PM
Location :
Webcast
Facility :
Webcast Event
Level of Difficulty :
Intermediate
Member Price :
0
Nonmember Price :
94
CPE Credits :
CPE 1.00
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This course is delivered by one of America’s favorite tax experts who travels across America delivering via a seminar format his top tax tips as he sees them. At the time of the printing of our catalogue, it will be difficult to know what tax law changes will be emerging when this presentation is delivered. One thing for sure that we do know, this one hour presentation will be entertaining, insightful, chock full of opportunities for your practice and clients explained in an easy to understand format. You won’t want to miss one of America’s top tax icons.

Objectives:

  • Identify the existing laws that will change soon and how to take advantage of them.
  • Planning for changes to the law and how your clients can benefit.
  • Topics to get further acquainted with for the benefit of your client.

Major Subjects:

  • Emerging tax laws and how your clients will benefit..
  • What we expect to see in the coming years from our current administration and Congress.
  • Take advantage of these current tax laws before they change.
  • A schedule of what you need to do now.
  • Resources from Bob Keebler’s website for a deep dive on topics you won’t want to miss.
  • Webinar opportunities on key topics.
  • Changes that impact savings and retirement plans.

Advanced Prep:

None

Misc. Information:

If materials are available for this webcast, they will be accessible for download the morning of the event.

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Level of Difficulty:
Intermediate
Field of Interest:
Specialized Knowledge
Prerequisites:
Assumes basic knowledge of the types of retirement plans.
Designed For:
CPAs who prepare tax returns.
CPAs who perform financial planning services.
Financial Planners
CFOs whose responsibilities involve closely held businesses.

Instructors

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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 Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 200 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute.
No Agenda or Materials posted.