Kitces IAR CE Day

Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management and advisor TAMP platform based in St Louis, MO, that oversees approximately $50 billion of client assets.

In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Adam is an Associate Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He has an MA from Johns Hopkins University and a BA from the University of Virginia.

Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the
Lead Financial Planning Nerd for Kitces.com and the Chief
Planning Officer at Focus Partners Wealth.

In 2020, Mr. Levine was named by Investment Advisor
Magazine as one of the top 25 voices to turn to during uncertain
times and was named to the IA25 again in 2021. Jeff is a past
recipient of the Standing Ovation award, presented by the
AICPA Financial Planning Division, was named to the 2017
class of 40 Under 40 by InvestmentNews, and as a Young
Advisor to Watch by Financial Advisor Magazine in 2020.

Previously, Jeffrey served as Ed Slott and Company’s Chief
Retirement Strategist, where his ability to simplify the complex
laws that govern individual retirement accounts, combined with
his unique blend of humor and tax planning, was first
recognized. You can follow Jeff on Twitter @CPAPlanner,
where he is known to break down the latest tax and financial
planning updates in GIF-filled tweets storms, and via his
personal website, www.FullyVestedAdvice.com.

Ben Henry-Moreland is a Senior Financial Planning Nerd at Kitces.com, where he researches and writes for the Nerd’s Eye View blog, using his experience as a financial planner and a solo advisory firm owner to help fulfill the site’s mission of making financial advicers better and more successful. In addition to his work at Kitces.com, Ben serves clients at his RIA firm, Freelance Financial Planning.

Martin M. Shenkman, CPA, MBA , PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City, New York with Shenkman Law. His practice focuses on estate and tax planning, planning for closely held businesses and estate administration. Martin is the author of 43 books and move than 1,275 articles. He is the Editorial Board Member of Trusts & Estates Magazine, CCH (Wolter' s Kluwer) Co-Chair of Professional Advisory Board, and CPA Journal. Has previously served on the editorial board of many other tax, estate, and real estate publications.

Martin founded ChronicIllnessPlanning.org which educates professional advisers on planning for clients with chronic illness and disability and which has been the subject of more than a score of articles. He has written books for the Michael J. Fox Foundation for Parkinson's Research, the National Multiple Sclerosis Society, and the COPD Foundation.

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 300 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.

Debra Taylor, CPA/PFS™, JD, CDFA® is the Managing Partner and Chief Tax Strategist at Carson Wealth in Franklin Lakes, with over 27 years of experience in tax and financial planning. A nationally recognized speaker, Debbie is known for bringing clarity, confidence, and humor to complex tax topics. She specializes in advanced tax planning for high-net-worth families and is passionate about educating advisors and empowering women to take control of their financial futures. Debra frequently lectures at national conferences, contributes to leading industry publications, and serves as Director of Practice Management at Horsesmouth. A retired attorney and Cornell Law graduate, Debra combines deep technical knowledge with an approachable style that resonates with professionals and clients alike.

Lisa leads a team of experienced and credentialed planning specialists who develop customized wealth planning and business advisory solutions for business owners and other high net worth individuals. Lisa started her career 40 years ago at Arthur Andersen in Washington, D.C.

Julie A. Welch (Runtz), CPA, PFS, CFP®, AEP (Distinguished), is a shareholder and Director of Taxation with Meara Welch Browne, P.C. in the Kansas City area who served on the faculty of the AICPA National Tax Education Program for 24 years, served on the AICPA’s planning committee for the “Tax Planning Strategies for the High-Income Individual” conference where she was also a speaker, served as a frequent panelist for the All-Star Tax Series broadcast by Edward Jones, and serves as a frequent panelist for the Surgent Weekly Expert Hour. She served on the AICPA’s Personal Financial Planning Executive Committee and currently serves on the Kansas City Estate Planning Symposium Committee. She speaks nationally on tax-saving topics and, in addition to co-authoring 101 Tax Saving Ideas, writes for several financial planning and business publications. She was named to the Forbes “America’s Top 200 CPAs” in 2024 and was awarded the 2015 AICPA Sid Kess Award for Excellence in Continuing Education.

Ed Slott,CPA, is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

As president and founder of Ed Slott and Company, LLC, the nation’s leading source of accurate, timely IRA expertise and analysis to financial advisors, institutions, consumers and media, he provides:

1. Advanced training to financial professionals to become knowledgeable recognized leaders in the retirement marketplace; and

2. Answers to retirement savers’ most important questions, continually providing practical, easy-to- understand information on IRA, retirement, tax and financial planning topics.

Mr. Slott is a Professor of Practice at The American College of Financial Services and regularly presents keynote presentations on IRA and estate planning strategies at both consumer events and conferences for financial advisors, insurance professionals, CPAs and attorneys, including virtual events drawing thousands of attendees nationwide.

Among the most popular of his resources are his advanced training programs for financial professionals. He is the creator of Ed Slott’s Elite IRA Advisor GroupSM, an organization of more than 500 of the nation’s top financial professionals who attend his ongoing continuing-education programs to maintain a mastery of advanced retirement account and tax planning laws. Additionally, Ed Slott and Company’s 2-Day IRA Workshop, Instant IRA Success program is a live seminar covering up-to-the-minute information with immediately actionable intel, and IRA Success is an on-demand, CE-eligible, 12-course program powered by The American College of Financial Services.

Mr. Slott is an accomplished author of many financial books, with his latest, The Retirement Savings Time Bomb Ticks Louder: How to Avoid Unnecessary Tax Landmines, Defuse the Latest Threats to Your Retirement Savings & Ignite Your Financial Freedom (Penguin Random House, 2024) released in 2024. He also authors, Ed Slott’s IRA Advisor, a monthly newsletter for financial professionals to stay educated on “all things IRA.” His popular website, irahelp.com,  is a resource for financial professionals and consumers, where The Slott Report blog is followed by tens of thousands of readers. And in 2022, he launched a podcast, The Great Retirement Debate, in collaboration with Jeffrey Levine, CPA/PFS, CFP®, providing lively commentary on opposing sides of retirement planning strategies.

As the go-to resource for media on timely insight on breaking news as it relates to retirement and tax planning laws and strategies, Mr. Slott is often quoted in The New York Times, The Wall Street Journal, Forbes, USA Today, Kiplinger, Investor’s Business Daily and numerous additional national magazines and financial publications. He is also a contributing columnist and media resource to Financial Advisor and InvestmentNews magazines. He has appeared on many national television and radio programs, including NBC, ABC, CBS, CNBC, CNN, FOX, Fox Business, NPR, Bloomberg and Morningstar. He is one of the top pledge drivers of all time with his educational specials, including his most recent, Ed Slott’s Retirement Freedom! (2022).

Mr. Slott has been recognized for his significant contributions to the financial industry as an InvestmentNews Innovator, Sidney Kess Award Winner for excellence in continuing education by the AICPA®, ThinkAdvisor Luminary Award winner, and recipient of the prestigious “Excellence in Estate Planning” and “Outstanding Service” awards presented by The Foundation for Accounting Education. He is a former board member of The Estate Planning Council of New York City and is Accredited Estate Planner (AEP) distinguished. He is also a past Chairman of the New York State Society of CPAs Estate Planning Committee and editor of the IRA planning section of the CPA Journal.

Ultimately, through all of these efforts combined, Mr. Slott has taught millions of Americans (and their financial professionals) how to get the most out of their retirement savings.