Advice

SECURE Act Tax Planning Alert For Year-End 2019 And 2020

Category: Advice
Written by Advisor Dashboard
At live CPE webinars for CPAs and webinars CFPs® can replay for CE credit 24/7, Bob Keebler, CPA/PFS, for months has warned repeatedly that a sweeping new tax bill was likely to be adopted into law before the end of 2019 and that it would drastically alter the landscape of retirement investment planning.  That happened.    After months of delay and doubt, the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) was hastily passed by both houses of Congress and...
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Advisor Clients Face Growing Complexity; An Opportunity For Professionals

Category: Advice
Written by Advisor Dashboard
Federal taxes may have become simpler for most Americans under the new tax law but have become more complex for many advisor clients. With the investment management industry in the midst of disruption, tax and financial planning professionals have an opportunity to more clearly define their value proposition publicly by framing the critical issues for high-income individuals.    As the pace of change continues to accelerate in recent decades, thus triggering once-unimaginable business...
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A4A Alert On Pending IRA Payout Changes, As Keebler Declares Stretch IRAs Dead!

Category: Advice
Written by Advisor Dashboard
A4A is a new kind of journalism. To prove it, take a look at how news judgment played into today’s session about changes to IRA rules.  Bob Keebler, leading educator of accounting and legal professionals for three decades, sent A4A editors the invitation text displayed below on the left.  (See a larger version of that image by clicking on it.) On the right, the edited version reflects the urgency and import to the subject line, headline, and text. This is key in modern communication. Victims...
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Do You Invest Based On An Accurate World View? Take The Test

Category: Advice
Written by Advisor Dashboard
As a fiduciary, it’s important for you to be aware of your own biases and gaps in your knowledge. This class takes you on a humbling journey into trends that will drive long-term financial economic fundamentals over the next two decades.  Drawing on the work of a Swedish physician, academic, statistician, and public speaker, the late Hans Rosling, Craig in this class, shows why you’re wrong about the world and why things may actually be better than you think.  Following along with Craig...
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Life Settlements For Fiduciaries CE Course With Glenn Daily

Category: Advice
Written by Advisor Dashboard
Life settlements can be a solution to financial challenges your clients face but they’re illiquid, opaque, complex and sold by unscrupulous advisors who get away with charging exorbitant fees and rip off consumers when they're most vulnerable. It’s an important topic for financial fiduciaries.    REPLAY    While you can find CE courses from insurance product providers, financial planning and investment fiduciaries will not find a class about life-settlements with this kind of authoritative...
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More Articles ...

  1. Trust & Estate Tax Planning, 2019 Update, Zeroes In On Real Financial Professionals
  2. Create Videos & Webinars With Keebler’s Real Estate Tax Planning CE Session
  3. Navigating The Roth IRA Maze
  4. Thank You For A 4.8-Star Rating, Despite Pointed Criticism

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