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Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar
The unique convergence of the OBBBA tax code changes and ongoing market volatility makes year-end planning for 2025 not just beneficial, but essential. This environment creates significant, low-risk opportunities for proactive advisors, while also presenting pitfalls for the unprepared.
Begin your planning now to secure adequate time for a thorough review of each client's situation. This is your prime opportunity to demonstrate tangible value and strengthen client relationships.
This webcast will equip you with the actionable strategies, insights, and tools needed to maximize your clients' financial preparedness and minimize their tax liabilities before the year ends.
Learning Objectives:
Upon completion, you will be able to:
Key Topics Covered:
Credits and Other Information:
Who Will Benefit:
Coder Archives is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Speaker Profile:
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States 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. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 favorable private letter rulings including several key rulings of “first impression.” He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 25 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference and the Heckerling Estate Planning Institute and is the immediate past the chair of the AICPA’s Advanced Estate Planning Conference, serving in that capacity from 2014-2020.
We are approved to provide CPE/CE credits to Tax Professionals
We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.
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| Date | Conferences | Duration | Price | Buy |
|---|---|---|---|---|
| Sep 24, 2025 | Rethinking Roth Conversions: Navigating New Tax Laws OBBB And Opportunities | 120 min | $149 | Buy |
| Nov 21, 2023 | Understand the Fundamental of Trusts and Estates Planning | 100 min | $159 | Buy |
| Sep 20, 2023 | Foundations of Preparing Form 706 and 709: The Federal Estate and Gift Tax Return | 240 min | $159 | Buy |
| Jun 28, 2023 | Understand the Fundamental of Trusts and Estates Planning | 100 min | $149 | Buy |
| Aug 12, 2021 | Preparing Form 706: The Federal Estate Tax Return | 240 min | $179 | Buy |
| Jun 17, 2021 | 2021 Estate Planning: IRAs Payable To Trusts After The Secure Act | 100 min | $159 | Buy |
