Date: June 19 , 2025  

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 90 Minutes

Description:

Tax law changes in 2025 could have a significant impact on Roth conversion strategies. This webinar will explore how upcoming tax reforms, including the potential expiration of the Tax Cuts and Jobs Act (TCJA), may affect Roth conversions. We will cover the foundational principles of Roth conversions, such as tax implications, estate planning benefits, and strategies to maximize tax efficiency.

Attendees will learn how to manage practical challenges like estimated tax payments, income fluctuations, and the effects on Medicare premiums and Social Security benefits. Additionally, the webinar will delve into advanced planning strategies, including the use of trust structures, estate tax considerations, and methods to reduce tax burdens through strategic conversions.

By the end of the session, participants will have actionable insights to make informed decisions about Roth conversions in light of the evolving 2025 tax landscape.

 Learning Objectives :

• Assess the impact of 2025 tax changes on Roth conversions
• Understand the tax and estate planning benefits of Roth conversions
• Identify advanced strategies for optimizing Roth conversions

Credits and Other information:

• Recommended CPE credit – 1.5
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 90 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Robert S. Keebler ,

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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.