Proactive Year-End Tax Planning

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Recording and Slides are Available Here

Regardless, whether you’re a financial advisor, life insurance agent, CPA or attorney, you need to be advising your clients as to the best course of action for the time remaining in 2018 and into 2019.


The TCJA changed everything necessitating a complete paradigm shift to the rapidly developing 2018 and beyond tax planning ideas.   The recent volatility of the stock market is also creating many gain and loss harvesting opportunities that require your attention.   Finally, we need to add to our planning the potential of a additional tax law changes in 2019.   With the Democrats holding the House and the Republicans holding the Senate the potential for more reform is likely.


This session will provide, ideas, tip and tools to act before year-end to minimize your client’s tax liabilities.


Bob will covering the following and much more:


  • Bracket management - including the near elimination of the marriage penalty
  • Rethinking itemized deductions and donor advised funds
  • Advanced Roth conversions
  • Gain & loss harvesting to obtain a rate or timing advantage
  • Gain & loss harvesting for estates following a step-up in basis
  • The AMT including ISOs and IDCs
  • Funding tax-preferenced accounts
  • Using 529 Plans for elementary and high school tuition
  • Bonus depreciation and 179 deductions
  • 60% charitable contributions
  • Opportunity Zones and the related regulations
  • Trusts & estates income and deduction planning
  • Section 199A and the related regulations
  • Reducing Income to below $315,000 for SSTBs
  • Funding DB and DC plans
  • Using trusts to obtain an additional $10,000 SALT deduction
  • Year-end estate and gift planning
  • Adding GPOAs to bypass trusts

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Robert S. Keebler, CPA/PFS, 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. Mr. Keebler is the past Editor-in-Chief of CCH's magazine, Journal of Retirement Planning, and a member of CCH's Financial and Estate Planning Advisory Board. 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. In the past 20 years, he has received over 250 favorable private letter rulings including several key rulings of ""first impression."" Mr. Keebler is nationally recognized as an expert in estate and retirement planning and works collaboratively with other experts on academic reviews and papers, and client matters. Mr. Keebler is the author of over 75 articles and columns and editor, author, or co-author of many books and treatises on wealth transfer and taxation, including the Warren, Gorham & Lamont of RIA treatise Esperti, Peterson and Keebler/Irrevocable Trusts: Analysis with Forms. Mr. Keebler is the Chair of the AICPA's Advanced Estate Planning Conference. He is a featured columnist for CCH's Taxes Magazine - ""Family Tax Planning Forum,"" Bob is also a contributing author to the American Bar Association's The ABA Practical Guide to Estate Planning. Robert.Keebler@KeeblerandAssociates.com

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