The end of each year brings many tax planning opportunities for financial advisors and their clients. While some tax planning considerations apply each year, from taking the correct RMD to ensuring proper tax withholdings, recent government actions have created unique decision points for 2022 and beyond, including how to handle coronavirus-related distributions and new rules surrounding Flexible Spending Accounts (FSAs). In addition, the poor market returns and elevated inflation experienced this year have generated important planning considerations as well regarding tax, retirement, and insurance planning.
Join Jeff Levine, CPA/PFS, CFP®, Lead Financial Planning Nerd at Kitces.com, for our December Kitces Monthly Webinar where he’ll walk through the range of year-end tax-related opportunities and pitfalls for advisors and their clients, as well as key planning topics for advisors to consider as we move into 2023!
In this webinar, advisors will learn:
- How to apply the wide range of year-end tax planning opportunities to a variety of client situations
- How recent changes to tax rules will affect end-of-year planning for 2022
- What the current inflationary environment means for clients’ tax, retirement, and insurance planning needs going forward
Continuing Education (CE): 1 Credit
For those who attend the live session for at least 50 minutes, we will report your attendance directly to the CFP Board, IWI and American College within 72 hours as long as you enter your certification numbers during registration. You will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state level insurance licensing although some states may accept completion certificates if you self-report.
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.