Practical Planning Strategies for the Mass Affluent in 2022

Online Event


Practical Planning Strategies for the Mass Affluent in 2022

  • Format


  • Level


  • Duration

    1h 30m

Learn proactive techniques and time-sensitive strategies to provide value to your clients who earn between $100,000 and $500,000 annually.

There are no upcoming dates for this Webcast

Product information


Preparing for the year ahead and the long term

Join this webcast to:

  • Understand how congressional proposals could affect your clients
  • Review tried-and-true tactics for retirement, charitable, investment, tax and estate planning
  • Learn insights and strategies about Roth conversions, pensions and profit-sharing
  • And much more

Key Topics

  • The Build Back Better Act
  • The role of donor-advised funds for the mass affluent
  • 529 college plans for children and grandchildren
  • Roth conversion insights and strategies
  • Gain and loss harvesting strategies
  • How charitable remainder trusts will become the leading 2022 strategy for large gains

Learning Outcomes

  • Identify the latest laws and proposals that affect your mass affluent clients.
  • Determine the most important and time-sensitive planning strategies for your clients with $100,000 to $500,000 of annual income.
  • Recognize the tax, retirement, estate, investment, education, and charitable techniques to provide value to 99% of your clients.

Who Will Benefit

  • CPAs, accountants and finance professionals
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

This event is CFP eligible.

Professional development

This Webcast offers 1.5 hours of CPE credit.
Note on CPE Requirements and Credits
All learning resources available in the CGMA Store qualify for CPD for CIMA members.

Field of study: Specialized Knowledge, Taxes
Prerequisites:Basic knowledge of tax, retirement, estate, risk management, and investment planning
Programme level:Intermediate
Duration:1h 30m
Access:This is a live event. You will have access to webcast on the date/time of broadcast and the archive for 3 months after the broadcast date.

Return and refund policy

  • Robert S. Keebler, CPA/PFS, MST, AEP

    Robert S. Keebler, CPA, 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 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 150 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. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: “The 1040 Blues” where he provided insight on capital gains tax.


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