Proactive Planning Toolkit

Join this 90-minute webcast to prepare and get your SECURE Act 2.0 questions answered. The related slides are a great tool to view prior law and new law.

Bob Keebler, CPA/PFS, interviews education expert, Ross Riskin, CPA/PFS, on the new 529 provisions in SECURE 2.0.

Download our quick reference guide for the provisions in SECURE 2.0.

Download this visual chart to clearly see the Roth changes for catch-up contributions, required minimum distributions, 529 plan rollovers and more.

This issue of Bob Veres’ Media Reviews covers SECURE 2.0, Hiring crunch, texting policies, and more.

Bob Keebler, CPA/PFS, explains the new SECURE 2.0 changes you need to know about to best advise your financial planning clients.

Bob Keebler, CPA/PFS, gets Ed Slott’s take on the new retirement legislation and what to be mindful of.

Ed Slott and Bob Keeber discuss the new SECURE Act regulations and what to pay attention to.

Robert Keebler shares what you need to know about the newly released SECURE Act proposed regulations.

Jeff Levine reviews the implications of the SECURE Act, so you can help your clients understand the change and advise them accordingly.

Download this visual chart to clearly see the Roth changes for catch-up contributions, required minimum distributions, 529 plan rollovers and more.

Use this chart, provided by Bob Keebler to implement proven income tax planning strategies with your clients to minimize their tax bill.

Compare the tax efficiency and planning strategies for various tax asset classes with this helpful chart prepared by Bob Keebler.

This chart by Bob Keebler highlights the top tax ideas for 2024 along with presenting reasons to consider a Roth IRA Conversion.

This chart from Bob Keebler helps practitioners determine if the time-sensitive strategy of harvesting gains makes sense for their clients.

This chart provided by Bob Keebler covers key draw down concepts, strategies, and asset classes provided in an easy to reference document.

This chart by Bob Keebler gives an overview of generation skipping transfer tax issues, the usage of the Dynasty Trusts, and reviews automatic allocation rules.

Use this chart to understand the rules and planning strategies for the 3.8% Net investment Income Tax (NIIT).

Bob Keebler explains the 3.8% Net Investment Income Tax (NIIT) for individuals, charitable remainder trusts, and charitable lead trusts in this chart.

Bob Keebler has shared this flowchart with PFP Section members to highlight traditional IRA distribution considerations.

Bob Keebler has made this flowchart available to PFP Section members to highlight Roth IRA distribution considerations.

This informative chart from Bob Keebler covers 8 different tax and potential tax penalty aspects of Roth IRAs.

The Bracket Management Chart by Bob Keebler contains impactful bracket management ideas, checklists, tax brackets and illustrative examples.

This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA and gives important advisor considerations on the decision.

This chart provides a high-level summary of the 2024 key tax numbers to keep handy as you work through client engagements.

If you’re looking for a tool to help with understanding § 199A Qualified Business Income, this chart is for you.

With inherited IRA distributions now required to be paid out over ten years, you will want to consider whether the owner’s IRA should be payable to a trust.

Get access to a simple decision chart that will help you determine the specifics of IRAs payable to trust after SECURE.

Steve Oshins provides four useful charts to help you help your clients plan including the domestic asset protection trust state rankings, dynasty trust state rankings, trust decanting state rankings, and the non-grantor trust state income tax chart.

Use this resource as a reference library of deep technical financial and estate planning content written in simple terms to guide you with advising your clients.

This volume is a vital resource if you want to help business owner clients with topics like employee benefits, choice of business form and succession planning.

Use this resource as a reference library to the latest technical guidance as you advise clients in the areas of Social Security benefits, Medicare, Medicaid and so much more.

This volume provides annual updates as well as checklists, planning pointers, and questionnaires to simplify the planning process.

Bob Keebler, CPA/PFS, gives an overview of the Biden proposals that impact wealthier clients.

Bob Keebler, CPA/PFS, gets Ed Slott’s take on the new retirement legislation and what to be mindful of.

Bob Keebler, CPA/PFS, explains the new SECURE 2.0 changes you need to know about to best advise your financial planning clients.

The Inflation Reduction Act, H.R. 5376, is now law and includes a 15% corporate minimum tax, various energy credits and increased IRS funding.

Robert Keebler discusses how the new clawback regulations affect popular estate planning strategies.

Ed Slott and Bob Keeber discuss the new SECURE Act regulations and what to pay attention to.

Robert Keebler shares what you need to know about the newly released SECURE Act proposed regulations.

Robert Keebler, CPA/PFS, explains the new IRS notice 2022-6 and how this impacts retirement.

Ted Sarenski, CPA/PFS, discusses the predicted Social Security shortfalls and what to do for clients.

Marty Shenkman, JD and Bob Keebler, CPA/PFS, MST discuss new developments for clients with estate administration in process.

Mark Klein, JD, and Lauren Minch, CPA, CFA shares what you need to be considering with state taxation.

Jeff Levine reviews the implications of the SECURE Act, so you can help your clients understand the change and advise them accordingly.

Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.