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Top Tips to Create Tax Alpha Logo aicpa

  Robert Keebler |   Free |   AICPA |   01 Jul 2015 |   AICPA.org
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In this video, Bob Keebler discusses the top tax strategies for CPAs to create tax alpha for their individual, family or business-owner clients, including bracket management, gain/loss harvesting, income shifting, and more.

Topics covered:
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Advanced

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