Year-End Tax Planning For Investment Advisors

Friday, October 28 at 4 p.m. EDT

CFP® and IMCA® CE Credit

2011 has been tumultuous, especially from an investment standpoint. For advisors, this creates an opportunity to educate clients and implement year-end tax planning strategies right now.

At this webinar, you will learn from one of the nation’s top tax experts about:

  • Loss harvesting
  • Hedging concentrated investment portfolios
  • Roth IRA recharacterizations
  • Grantor Retained Annuity Trusts (GRATs)
  • Income acceleration in 2011 and 2012
  • Alternative investments

Guest presenter Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates and has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the US and one of the Top 40 Tax Advisors to Know During a Recession.  His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration.

Get more than 50 hours of CFP® CE credit and more than 100 hours of IMCA® credit on replays by registering at

Note: This webinar is eligible for CFP® CE credit and is eligible for IMCA® credit towards CIMA®, CIMC®, and CPWA® accreditations.