Retirement Tax Services Podcast Tax Planning Legend: Robert Keebler
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Feb 10, 2025 
Robert Keebler, a seasoned CPA with decades of expertise in tax planning, shares invaluable insights for financial advisors. He discusses the shifting landscape of tax strategies and the crisis within the CPA community. Keebler emphasizes the importance of proactive tax planning and collaboration among financial professionals. He outlines practical strategies using technology and checklists to better serve clients while navigating the complex tax code. Additionally, Keebler highlights the essential role of communication in building relationships and enhancing referral networks.
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CPA Industry Crisis
- A crisis in the CPA community has left individual taxation underserved, creating an opportunity for financial advisors.
- CPAs are focusing on business taxes due to better pay and less client pushback on fees.
Common Tax Planning Opportunities
- Financial advisors can add value by addressing common tax planning opportunities like IRA contributions, Roth conversions, and harvesting gains/losses.
- Collaborate with CPAs and lawyers on complex issues like estate tax planning.
IRA Beneficiary Importance
- Robert Keebler shares an example of a doctor with five children and the importance of proper IRA beneficiary forms.
- Using trusts can protect assets and prevent children from quickly spending inherited funds.