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    2013 Taxes Start Your Money Plan Here - Presentation

    Presentation Use this presentation to learn how to use your tax return to create a comprehensive financial plan
    Published on May 03, 2013

    2013 Taxes Start Your Money Plan Here - Audio

    Audio Use this presentation to learn how to use your tax return to create a comprehensive financial plan
    Published on May 03, 2013

    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

    Planning After ATRA Advanced Income Tax Strategies for the Mass Affluent In 2013 And Beyond

    Webcast Michael Kitces discusses tax planning opportunities in 2013 and beyond, in light of what happened at the end of 2012
    Published on July 19, 2013

    Planning After ATRA Advanced Income Tax Strategies for the Mass Affluent In 2013 And Beyond - Handout

    Presentation Michael Kitces discusses tax planning opportunities in 2013 and beyond, in light of what happened at the end of 2012
    Published on July 19, 2013

    Planning After ATRA Advanced Income Tax Strategies for the Mass Affluent In 2013 And Beyond - Audio

    Audio Michael Kitces discusses tax planning opportunities in 2013 and beyond, in light of what happened at the end of 2012
    Published on July 19, 2013

    2012 Gift Tax Return Tips and Traps

    Article This article highlights some of the many nuances CPA financial planners and practitioners need to consider for completing, and advising on, 2012 gift tax returns
    Published on July 11, 2014

    Top 10 Income Tax Planning Ideas

    Webcast In this web seminar, Bob Keebler will lead practitioners through a technical discussion on the top income tax planning ideas for 2013
    Published on May 28, 2013

    2013 Series Take Charge Your Money. Your Life

    Webcast This 2013 web seminar series is presented jointly by 360 Degrees of Financial Literacy and the PFP Division as a way to educate consumers about personal financial planning
    Published on July 01, 2014

    Updated Tax & Estate Planning Following the Defense of Marriage Act Decision - Handout

    Presentation Bob Keebler covers Revenue Ruling 2013-17, background on the DOMA decision, income, estate and gift tax planning implications, as well as portability, IRAs and retirement plans
    Published on September 05, 2013

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