Webinars With Industry Experts

75 Ways To Generate Tax-Alpha (Part 1) (Two CE credits)*

2013 tax increases highlight the growing investment reality; it isn’t what you earn that counts, but what you keep after taxes.

Tax is a bigger drag on investment performance than commissions or management fees. Taxes, over the long haul, can wreck client returns. Or, taxes can be source of advisor-alpha.

Five-star rankings and lists of top-performing funds have trained investors to focus on achieving the highest possible returns pre-tax, leaving tax planning until after gains or losses are realized. The new five-dimensional tax system of 2014 requires a change in approach strategically optimized for after-tax returns.
The 75 Income Tax Alpha® will be delivered to A4A members in three webinar sessions. Part 1 covers:
  • • IRA and Roth IRA strategies
  • • Capital gain/loss strategies
  • • Bond income strategies
  • • Dividend income strategies
  • • Option transaction strategies
  • • Pension distribution strategies
  • • Stock option strategies
  • • Charitable planning strategies

The second installment covers:

  • • Specialized investment strategies
  • • Strategic Tax Alpha® strategies
  • • Tactical tax strategies
  • • Trusts and estates strategies


The third installment covers:

  • • Tactical tax strategies (cont.)
  • • Trusts and estates strategies

Studies over the past 15 years showed that taxes reduced returns by an average of one- to three-percentage points annually. The recent tax increases raise these percentages significantly. Advisors who understand how to utilize statutory tax shelters provided within the Internal Revenue Code, and explain them to clients, can compete more effectively for UHNWI clients.

Robert S. Keebler, CPA, MST, AEP (Distinguished) is one of the nation’s leading  educators of lawyers, accountants and financial planners. A partner at Keebler & Associates, he has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession. Keebler contributes regularly to Advisors4Advisors and is an Advisor Products content partner.

This session is eligible for two IMCA® CE and two IRS EA CE credits.

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