It’s critically important that Financial Professionals get quickly up to speed on how their best clients will be impacted by tax reform. The session will specifically cover: 
- The Complete Overhaul of Itemized Deductions 
- The New Rate Structure for Individuals 
- The New Child & Family Tax Credits 
- Re-thinking DrawnDown Strategies 
- Re-thinking Charitable Strategies 
- Roth Conversions Going Forward 
- Advanced Income Tax Planning Using Trusts 
- The Massive Change to the Taxation of Pass Thru Income

Overview: General review of subject from a broad perspective/ dive into basic knowledge on a skill or topic. For newer CFP or unfamiliar with subject

Course Information
Course Date:
October 02, 2018
Course Objectives
  • Understand the basics of new IRC Section 199A
  • Identify how to help clients DrawnDown their retirement accounts, plan charitable contributions, analyze Roth conversions, and recognize when settling a trust may help reduce a client's income tax burden
  • Explain the basic recent changes to the Tax Code which will affect their average client
FPA Annual Conference 2018: Tax Reform the Final Edition
Speaker Information
Robert Keebler, CPA/PFS, MST, AEP  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 1.00
FPA Member Price:$29.00
Non-Member Price:$49.00