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2022 Year-End Planning: Responding to Midterm Elections and the Inflation Reduction Act
Personal Financial Planning

2022 Year-End Planning: Responding to Midterm Elections and the Inflation Reduction Act

Year-end planning is a productive use of time even in a calm year, but the current pace of change provides even greater opportunities for forward-thinking advisers and their clients.

$0 - $131
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Nov 17, 2022

NASBA Field of Study

Specialized Knowledge



CPE Credits



Robert S. Keebler


Product Number


 Business & partner 
Product Details

Your year-end playbook

The Inflation Reduction Act, additional legislation in the pipeline, and the midterm elections will have significant planning implications for your clients.

In addition, market activity is opening far-reaching opportunities.

To help your clients capitalize on this year's activity, you'll need to brush up on how to minimize their tax liabilities by harvesting gains and losses, making favorable Roth conversions, gifting assets to trusts, and more.

Attendees will also learn about:

  • Tax policy and planning ideas in relation to Tax Cuts and Jobs Act (TCJA)
  • Rethinking itemized deductions
  • Funding tax-preference accounts
  • Charitable contributions
  • Opportunity zone investments
  • Section 199A deduction planning
  • Using trusts to create additional income taxpayers
  • Year-end estate and gift planning
  • Alternative valuation date elections

Key Topics

  • Financial planning strategies relevant to the current environment to ensure that you provide clients with best advice for their year-end planning
  • Considerations related to mid-term election outcomes, the Inflation Reduction Act, and potential additional legislation

Learning Outcomes

  • Identify how midterm elections and the Inflation Reduction Act affect year-end planning for your clients.
  • Determine strategies to consider for your clients before year-end to minimize their tax liabilities.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, or risk management planning services

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

Credit Info
CPE Credits
NASBA Field of Study
Specialized Knowledge
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members
Tax Section Members
PFS Credential Holders

Group ordering for your team

2 to 5 registrants

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6+ registrants

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Contact us
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression". He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.

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2022 Year-End Planning: Responding to Midterm Elections and the Inflation Reduction Act
Nov 17, 2022
Select from the following options:
Nov 17, 2022
6pm8pm GMT
Nov 28, 2022
6pm8pm GMT
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