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With Massive Tax Cuts Looming, A 2017 Tax Filing Primer For IA Reps

Jan 27, 2017 by: Advisors4Advisors Advisors4Advisors

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.

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