×
Web Events
Tax Reform: Year-End Financial and Tax Planning Strategies
Speakers:
Delivery type:
Audio Webcast
NASBA FIELD OF STUDY
Specialized Knowledge
LEVEL
Intermediate
CPE CREDITS
Audio Webcast: 2.0
In this webcast, you will learn about year-end planning strategies to help you advise your clients. We will discuss practical itemizing strategies, Section 199A planning after tax reform and more.

PFP/Tax section members and PFS credential holders receive a 20% discount

When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Private Companies Practice Section (PCPS) members save an additional 20%

PCPS members: Login here to obtain the discount code to enter for this event. Not sure your firm is a member? Send an email and we'll get right back to you! Or, learn more about PCPS membership! Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$129 $99

5 - 9

$115 $89

10 - 20

$109 $85

21 +

$105 $79

Your order confirmation will include an instruction document for group viewing and earning CPE credit (please review prior to the start of the event) and information on how to access the webcast.

ON24 Supported System Configurations

  • Windows 7+(Microsoft Edge, Latest Internet Explorer, Firefox, or Chrome)
  • Apple Mac OS 10.9+ (Latest Firefox, Safari, or Chrome)
  • Ubuntu Linux (Firefox only)
  • Android 4.x (Chrome Browser Only)
  • Apple iOs (Latest version, Safari Browser Only)

If you are using an unsupported version of a Windows, Mac, or Linux operating system, you may experience difficulty in viewing and/or listening to the event.

Media Players
In order to access the event, you must have the following streaming media player installed on your computer:

ON24 Supported Browsers

  • Microsoft Edge
  • Internet Explorer 9+
  • Mozilla Firefox (Latest)
  • Safari (Latest, Mac Only)
  • Google Chrome (Latest)

Technical Support: For technical support, please contact service@aicpa.org or call 888.777.7077 Mon-Fri 9am-6pm ET.

Detailed information can be found here
https://event.on24.com/view/help/sysreq.html

Product details

Key Topics

  • How the new tax brackets impact annual tactical planning
  • Practical itemizing strategies
  • Estate planning with the increased exemption
  • Using trusts for income tax planning
  • Section 199A planning after tax reform

Learning Objectives

  • Analyze year-end planning strategies that will help you advise your clients.
  • Identify practical itemizing strategies.
  • Analyze how the new tax brackets impact annual tactical planning.

Now that major tax reform is here, your clients are facing new tax and financial planning issues and embracing new opportunities. At the same time, you are faced with the job of explaining the new rules to clients and helping them plan their financial future.

In this webcast, Bob Keebler, CPA/PFS, will discuss year-end planning strategies to help you advise your clients.

Important Information on Your CPE Credit

Speaker bio

Robert S. Keebler, CPA, MST, AEP (Distinguished)
Keebler & Associates, LLP

Robert S. Keebler, CPA, MST, AEP (Distinguished) 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 Planners & Councils. 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. 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 150 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. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: “The 1040 Blues” where he provided insight on capital gains tax.

Price:
$129.00
Member Quantity:
Nonmember Quantity:
Quantity:
Standing Order Option
Estimated total:
$129.00
Add to cart
CREDIT INFO
CPE credits
Audio Webcast
: 2.0
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning concepts
ADVANCE PREPARATION
None
Delivery Method
Group Internet Based
Back to Top