Critical Year-End Tax Planning Ideas with Robert S. Keebler

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

Watch the replay.