SECURE Act Tax Planning Alert For Year-End 2019 And 2020

At live CPE webinars for CPAs and webinars CFPs® can replay for CE credit 24/7, Bob Keebler, CPA/PFS, for months has warned repeatedly that a sweeping new tax bill was likely to be adopted into law before the end of 2019 and that it would drastically alter the landscape of retirement investment planning.  That happened.    After months of delay and doubt, the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was hastily passed by both houses of Congress and...

Advisor Clients Face Growing Complexity; An Opportunity For Professionals

Federal taxes may have become simpler for most Americans under the new tax law but have become more complex for many advisor clients. With the investment management industry in the midst of disruption, tax and financial planning professionals have an opportunity to more clearly define their value proposition publicly by framing the critical issues for high-income individuals.    As the pace of change continues to accelerate in recent decades, thus triggering once-unimaginable business...

Do You Invest Based On An Accurate World View? Take The Test

As a fiduciary, it’s important for you to be aware of your own biases and gaps in your knowledge. This class takes you on a humbling journey into trends that will drive long-term financial economic fundamentals over the next two decades.  Drawing on the work of a Swedish physician, academic, statistician, and public speaker, the late Hans Rosling, Craig in this class, shows why you’re wrong about the world and why things may actually be better than you think.  Following along with Craig...

A4A Alert On Pending IRA Payout Changes, As Keebler Declares Stretch IRAs Dead!

A4A is a new kind of journalism. To prove it, take a look at how news judgment played into today’s session about changes to IRA rules.  Bob Keebler, leading educator of accounting and legal professionals for three decades, sent A4A editors the invitation text displayed below on the left.  (See a larger version of that image by clicking on it.) On the right, the edited version reflects the urgency and import to the subject line, headline, and text. This is key in modern communication. Victims...

Life Settlements For Fiduciaries CE Course With Glenn Daily

Life settlements can be a solution to financial challenges your clients face but they’re illiquid, opaque, complex and sold by unscrupulous advisors who get away with charging exorbitant fees and rip off consumers when they're most vulnerable. It’s an important topic for financial fiduciaries.    REPLAY    While you can find CE courses from insurance product providers, financial planning and investment fiduciaries will not find a class about life-settlements with this kind of authoritative...

Trust & Estate Tax Planning, 2019 Update, Zeroes In On Real Financial Professionals

Bob Keebler has been educating CPAs for decades about taxation of individuals. Having ghost-written a personal finance column that ran in 2,000 weekly and daily newspapers for the American Institute of CPAs from October 1983 to March 1986, I was privileged to get to know many the best CPAs in the country specializing in personal financial planning before I turned 30. Bob follows tax geniuses like Sidney Kess, a legendary professional educator since the 1960s, who reportedly is still teaching!...

Create Videos & Webinars With Keebler’s Real Estate Tax Planning CE Session

Tax Saving Strategies for Rental Real Estate Owners, a 1-credit continuing education class taught by Robert Keebler, CPA/PFS, received rave reviews from CFPs, CPAs, CIMAs and other advisors who attended the live session,  which was eligible for CPA CPE. (See reviews below.) A4A members receive free unlimited CE with a $10 a month membership for our news feed for financial professionals.  Unlimited free CE for CFP, CPA, CIMA and other professionals is only one of the ways Advisors4Advisors is...

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...

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...

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...

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...

Keebler Talks Tax Cuts For Year-End Planning

With less than 30 days to act on a slew of one-time tax law savngs opportunities, the replay of Bob Keebler’s December 1st webinar about year-end planning gives you everything real financial professionals need to know now.   A4A is a community.  Fritz Meyer, Craig Israelsen, and Bob Keebler collaborate with you direclty about low cost investing and financial planning. Low-expense financial planning professionals and investment fiduciaries love A4A's online continuing professional...

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...

Tontines Are Coming, Someday

Tontines are coming, someday. That’s my hopeful takeaway from Tom Verde’s “When Others Die, Tontine Investors Win” in today’s New York Times.


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