Receive Two Continuing Education Credits For Today’s Webinar, "75 Ways To Generate Tax-Alpha (Part 1)" by Bob Keebler -- Plus Big Discounts On Bob's Tax Aides For Advisors

Thursday, May 29, 2014 11:14
Receive Two Continuing Education Credits For Today’s Webinar,

Tags: tax efficient investing | Taxes

Bob Keebler at 4 p.m. ET today delivered the first installment of a two-part webinar program, entitled, “75 Ways To Generate Tax-Alpha.” Replaying the special 100-minute session will give you twice as much CPE as our usual one-hour sessions, and Part 2 will also be a two-credit session and Part 3. In addition, attendees at today’s webinar will receive big discounts on the following tax tools for professionals from Keebler Tax & Wealth Education:

  • The Advisor's Guide to The Top 30 Tax Planning Ideas for 2014 is 148-page guide for professionals about: bracket management, income smoothing, income shifting, reducing taxable Income, net investment income tax strategies and wealth transfer strategies. With more than 60 examples about using utilize these strategies with your clients, this is a handy reference guide for any financial advisor. While the guide costs $99 normally, A4A members attending today’s will receive a discount code for a 30% discount ($69).
  • Bob Keebler’s Roth Conversion Calculator is an Excel spreadsheet for calculating whether a client should convert. Its graphical reports allow advisors to quickly absorb results and change assumptions. Moreover, unlike other calculators, it’s not a “black box.” You’ll able to look “under-the-hood” and determine how the calculations are made. Comes with a 34-page guide to conversions, a sample client marketing letter, and a sample client memo to help you better explain Roth Conversions to clients. While the guide regularly sells for $49, A4A members attending today’s will receive a discount code 50% discount ($24.50).


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Comments (4)

How do I buy the "Roth Conversion Calculator?"
Ric , December 11, 2014
@Ric, by now, I hope you learned you can find Bob Keebler's Roth conversion calculator here.

Sorry about that.
agluck , December 01, 2015
Many thanks to Andy and Bob Keebler for responding to a question I had regarding franchise financing and the use of retirement accounts. Andy forwarded my question to Bob and his office jumped right on it and provided some sound advice with links to relevant IRS letters. It was just what I needed to help guide my client (and they did it out of professional courtesy!). A4A is coming through for us in a big way!
rsmith757 , December 01, 2015
@rsmith: Bob Keebler is from Green Bay, WI and everything about him is genuine.

Keebler consults on major cases advisors bring him in on and he's an expert witness on cases involved financial advice on taxation of ultra-high-net-worth individuals.

Oh, and he's the No. 1 educator of CPAs and attorneys on tax planning and an amazing partner for me as well as A4A members and and Advisor Products users.
agluck , December 01, 2015

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