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    15 Strategies for 2013 Year-End Tax Planning

    Article Robert Keebler discusses the effect of different tac rates on wealth accumulation
    Published on February 03, 2014

    Proactive Year-End Financial and Tax Planning Series Investment Tax Planning Creating Tax Alpha

    Webcast Bob Keebler and Scott Sprinkle cover investment tax planning strategies for year-end planning after ATRA
    Published on December 09, 2013

    2014 Year in Review - Estate Tax Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to estate tax
    Published on March 13, 2015

    2014 Year in Review - Income Tax Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to income tax
    Published on March 13, 2015

    2014 Year in Review - IRAs and Qualified Plans Webcast

    Audio Bob Keebler provides an overview of the important income tax developments in 2014 that may impact your individual clients with respect to IRAs and qualified plans
    Published on March 13, 2015

    2015 Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases

    Podcasts Bob Keebler recaps Private Letter Rulings and case law that occurred in the first quarter of 2015 that may impact strategies used with your tax and personal financial planning clients
    Published on March 24, 2015

    Advanced PFP Series Planning for Large IRAs - Handout

    Presentation Bob Keebler discusses advanced strategies for planning around large IRAs
    Published on August 29, 2014

    Tax Efficient Investing - Audio

    Audio Bob Keebler addresses the top financial planning ideas to address with your clients before year-end
    Published on October 29, 2013

    Interview with David Kirk and Adrienne Mikolashek (Audio)

    Audio Bob Keebler interviews David Kirk and Adrienne Mikolashek to help members understand the new Form 8960, Net Investment Income Tax for Individuals, Estates, and Trusts and the draft instructions
    Published on August 20, 2014

    Tax Efficient Investing - Handout

    Presentation Bob Keebler addresses the top financial planning ideas to address with your clients before year-end
    Published on October 29, 2013

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