Webcast: Tax Reform: Year-End Financial and Tax Planning Strategies

October 16, 2018

Recording | Presentation material

Now that major tax reform is here, your clients are facing new tax and financial planning issues and embracing new opportunities. At the same time, you are faced with the job of explaining the new rules to clients and helping them plan their financial future. In this webcast, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients, including:

  • How the new tax brackets impact annual tactical planning
  • Practical itemizing strategies
  • Estate planning with the increased exemption
  • Using trusts for income tax planning
  • Section 199A planning after tax reform