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Enrolled Agent
Tax law changes could significantly impact Roth conversion strategies in 2025. Roth Conversions: Strategies for Navigating 2025 Tax Changes will explore how upcoming tax reforms, including the potential sunset of the Tax Cuts and Jobs Act (TCJA), could influence Roth conversions. This session will cover the core concepts of Roth conversions, including tax considerations, estate planning benefits, and strategies to optimize tax efficiency. Attendees will learn how to navigate practical challenges such as estimated tax payments, income fluctuations, and the impact on Medicare premiums and Social Security benefits. The webinar will also address advanced planning techniques, including trust structures, estate tax implications, and methods to mitigate tax burdens through strategic conversions. By the end of the session, participants will be equipped with actionable strategies to make informed Roth conversion decisions in anticipation of the 2025 tax landscape.
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Evaluate the impact of 2025 tax changes on Roth conversions
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Evaluate the tax and estate planning benefits of Roth conversions
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Identify advanced Roth conversion strategies
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
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.
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