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Advanced Estate Planning Conference 2013


Planning Post ATRA: Top 10 Income Tax Planning Ideas for 2013


Jul 17, 2013 7:00am ‐ Jul 17, 2013 7:50am

Description

The 11th hour passage of The American Tax Payer Relief Act, just before the edge of the fiscal cliff, added the first major changes to the U.S. Tax Code in over a decade. These new tax laws, already in effect, significantly impact the advice that CPA financial planners are giving their prospects and clients. Bob Keebler will lead practitioners through a technical discussion on the top income tax planning ideas, including:
• tax efficient investing
• asset location
• tactical tax planning
• drawdown strategies
• and more

Speaker(s):

  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA , Partner, Keebler and Associates, LLP

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