What the Financial Professional Really Needs to Know About Tax Reform
It’s critically important that Financial Professionals get quickly up to speed on how their best clients will be impacted by tax reform. The best way to do this is to join Bob Keebler, CPA/PFS, MST, AEP for his exclusive LISI webinar that explores what the financial professional needs to know about the Tax Cuts and Jobs Act. Bob's informative webinar 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
- College Planning Going Forward
- Advanced Income Tax Planning Using Trusts
- Massive Changes to Drafting, Planning and the Administration of Estates Including Doubling the Gift, Estate and GST Exemption
- The New Rate for Corporations & Reviewing Old Traps
- The Massive Change to the Taxation of Pass Thru Income
There will be no CE for this webinar
For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.
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