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Year-End Planning Through the Lens of H.R. 1
Webcast

Year-End Planning Through the Lens of H.R. 1

As 2025 ends, personal financial planners face new rules under H.R. 1, commonly referred to as OBBBA. Join this webinar for year-end strategies on giving, SALT, trusts, and gains to guide clients.

$0 - $149
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Oct 29, 2025

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Instructor

Robert S. Keebler

Availability

Product Number

WC5036787

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 Business & partner 
Product Details

This session will equip personal financial planners with actionable insights for 2025 year-end planning in light of H.R. 1, commonly referred to as OBBBA. We’ll explore how to capture new opportunities introduced by the legislation, including:

  • The 0.5% charitable floor
  • The SALT deduction phaseout
  • The senior deduction phaseout

You’ll learn how to:

  • Rethink itemized deductions, Roth conversions, and charitable contributions
  • Optimize funding of tax-advantaged accounts like retirement plans and 529s
  • Strategically harvest gains and losses

We’ll also cover planning considerations for:

  • Opportunity Zones (OZs)
  • Forced recognition events
  • Future rollovers
  • The use of non-grantor trusts to shift income, increase the Section 199A deduction, and enhance the SALT benefit

Whether you advise individuals, families, or trusts, this webinar will help you close out the year with clarity and compliance.

Key Topics

  • Plan for year-end
  • Understand impact of H. R. 1
  • Identify new opportunities

Learning Outcomes

  • Apply actionable insights into 2025 year-end planning.
  • Analyze charitable contributions, including the .5% floor.
  • Calculate itemized deductions.
  • Determine planning considerations for Opportunity Zones.
  • Distinguish the senior deduction and SALT phaseouts.
  • Apply funding of tax-preferred accounts like retirement and 529 plans.
  • Determine the use of non-grantor trusts in high-income scenarios.
  • Analyze harvesting gains and losses.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

This event is CFP-eligible.

Credit Info
CPE Credits
2
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic understanding of investment principles and knowledge of tax implications of holding investments in taxable accounts
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$149.00
AICPA Members
$125.00
CIMA Members
$125.00
PFP Section Members
$0.00
Tax Section Members
$100.00
PFS Credential Holders
$100.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
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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