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

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