FP Alpha’s Tax Planning Series with Bob Keebler
One Registration. 6 Sessions.
All the Strategies.
Brought to you free by FP Alpha—because better tax planning benefits everyone.
Get the Entire Series for Free →includes 6 hours of CFP CE credit
As featured in:
AICPA, Forbes, CPA Academy
Prepare for 2025 tax law changes and identify new planning opportunities with renowned CPA and educator Robert Keebler, CPA/PFS, MST, AEP (Distinguished).
This 6-part series covers the tax strategies top advisors use to:
Capture, grow and retain AUM
Drive client trust and loyalty
Build stronger relationships with CPAs
One Registration = 6 Sessions.
Each session is approved for 1 hour of CFP CE credit
Tues, July 29 at 4 PM ET
New to Tax Planning? A First-Time Advisor’s Roadmap
Thurs, Aug 21 at 4 PM ET
Teaming Up With CPAs: Build Referral Power and Planning Precision
Tues, Sep 16 at 4 PM ET
Mastering Multi-Year Roth Conversions: Planning for the Long Game
Thurs, Oct 23 at 4 PM ET
2025 Year-End Tax Planning: How To WOW Clients Right Now
Thurs, Nov 20 at 4 PM ET
The Best Charitable Giving Strategies for Clients in 2025
Tues, Dec 16 at 4 PM ET
Cutting Edge Investment Tax Management: The Final Frontier
“This series is about raising the bar for the entire industry. Advisors are looking for more ways to deliver value—and tax planning is one of the most impactful places to start.”
– Andrew Altfest, CEO, FP Alpha
Open to all advisors,
not just FP Alpha clients
Includes replays, checklists, and exclusive content
Designed for both solo advisors and RIA teams
Free Tax Planning Series for Financial Planners
One Sign-Up. Total Access.
6 educational sessions
Downloadable resources
Expert taxation law updates
FP Alpha Is Approved For Use Across Top Firms
