Course Library
Clients are filing 2016 returns through April 15 on the eve of massive tax cuts, making this the most important tax-filing seasons in 30 years.
To advise on investments, retirement income, insurance, financial planners and investment advisors -- even if you do not prepare returns -- need to know how to fill in and utilize an individual's Form 1040.
At this 100-minute session, Robert Keebler, CPA/PFS, an educator of legal and accounting professionals for over three decades, shares everything a financial advisor must know about taxes for the 2017 tax-filing season, including:
- Wage, interest, & dividend taxation
- Capital gains & losses
- Business income or loss
- Retirement saving incentives
- Income and loss from real estate and partnerships
- Social security taxation
- Educator expenses, HSAs, & Moving expenses
- Student loan interest & tuition deductions
- Standard & itemized deductions
- Dependency & exemptions
- Computing tax due & understanding the AMT
- Education, retirement savings, child, and energy tax credits
- Self-employment tax
- Early distributions from retirement plans
- NIIT & Additional Medicare tax
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob 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. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession.