The current recession and the likelihood of a W-shaped recovery make tax planning and reporting for investments more challenging than ever. Returns on investments are expected to be highly volatile and tax professionals will need to know how to harvest losses and gains to maximize after-tax returns. The taxation of investments is complex and the rules for taxing different investment vehicles vary widely. This course explains how gains and losses can be managed for tax purposes and provide an overview of the taxation of stock and bond transactions. It also covers investments in master limited partnerships and REITs. The course provides numerous charts and examples to make the concepts easier to follow. The following topics are covered:
Keebler & Associates, LLP
Partner
[email protected]
(920) 593-1701
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 Forbes as
one of the 2024 America’s Top 200 CPAs, 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 350 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 30 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. He also served as chair of the AICPA’s Advanced Estate Planning
Conference from 2014-2020. Mr. Keebler received an award from CPAacademy for Top
Presenter 2022. This award honors those who are committed to the education of accounting
professionals and shares their knowledge in an open and easily accessible format. He also
received an award for Top Tax Educator of the Year for 2021-22 from myCPE for outstanding
contributions in the field of tax education and exceptional dedication to the field.