Watch our webinar replay with tax expert Robert S. Keebler to access his knowledge on:
- Bracket management considering: historically low rates, the scheduled sunset, and the potential changes
- Gain harvesting to capture a rate advantage
- The mathematics of loss harvesting
- Advanced Roth conversions
- Rethinking itemized deductions and charitable contributions
- Funding tax-preference accounts, including retirement plans and 529 accounts
- Section 199A deduction proposed changes and planning
- Year-end estate and gift planning
