Navigating The Roth IRA Maze

While many advisors know the basics of Roth IRAs, tax rates, interest rates and the stock market are driving major planning opportunities in the wake of the Tax Cuts and Jobs Act.    REPLAY    At this session Bob Keebler, CPA/PFS, reviews advanced techniques in a highly-rated webinar with one-credit of continuing education for CFP®, CIMA®, and other professionals.    Reasons to convert to a Roth IRA Taxation of Roth IRA conversions Taxation of Roth IRA distributions Mathematics of Roth IRA conversions Re-characterizations Estate tax considerations "Stretch" Roth IRAs Using i

Thank You For A 4.8-Star Rating, Despite Pointed Criticism

This continuing education (CE) course on advanced tax planning for Section 199(A) of the Internal Revenue Code by Bob Keebler received serious constructive criticism and, nonetheless, a 4.8-star rating from attendees of the live session. A4A members ($10/month) can replay it 24/7 for continuing education credit from CFP Board and Investments & Wealth Institute. The comments below are pointed and we are grateful to you for them. Your feedback is smart and professional, displaying the vitality of the A4A community. Bob Keebler, CPA/PFS, has been educating lawyers and accountants for ove

Bear Market Risk Illustrations For Pre-Retirees And Retirees -- 24/7 CFP® Continuing Education

Your clients and you face a growing risk: bad luck. When retired and pre-retired investors suffer portfolio two or three years in row of losses in their portfolio --  a bear market -- it can break an investor's spirit, making it too hard to stick with a sensible plan formulated for moments exactly like this. Craig Israelsen imparts wisdom on a topic of growing urgency. With the 110-month-long expansion closing in on the 120-month record-longest boom that bracketed the 1990s, this webinar equips advisors for a timely and crucial conversation for advisors and clients. REPLAY

2018 Year-End Tax Planning Continuing Professional Education

With the new Internal Revenue Code in effect for the first time this year, this continuing ed session kicks of our coverage of year end tax planning for practitioners. The reviews rave about the coverage. Thanks for appreciating our hard work!  Tax planning for pre-retirees may be the single most valuable service a financial planning professional or IA rep provides to consumers.  This webinar is for experienced practitioners, who have kept current on tax planning techniques.  REPLAY ADVANCED YEAR-END TAX PLANNING CONTINUING PROFESSIONAL EDUCATION  Robert Keebler, C

The New Business Tax Break: Qualified Business Income Deduction

Introduction The Tax Cuts and Jobs Act (TCJA) has created a tax savings opportunity for businesses. Corporate tax rates have been reduced to a maximum 21 percent, while other businesses can qualify for a 20 percent income reduction by means of the Qualified Business Income (QBI) deduction. The QBI deduction was enacted to allow “pass-through” (non-C corporation) businesses some of the benefits of tax reduction available only to C corporations. As much as this deduction is intended to create parity, it doesn’t quite get there. The rules are quite complex, sometimes illogical, and someti