Approved IAR CE Courses

Advisors today face a fast-changing tax landscape shaped by the One Big Beautiful Bill Act (OBBBA) and upcoming shifts in tax law. In this interactive panel, Michael Kitces and three expert practitioners will share their best current and forward-looking tax planning ideas. From actionable strategies to implement post-OBBBA, to year-end planning conversations, to new concepts that will matter in 2026 and beyond, this session will equip advisors with practical ideas they can bring directly into client meetings.

This session explores a range of tax strategies from fundamental to advanced levels for individual clients. Topics include optimizing contributions to tax-advantaged accounts, maximizing deductions and credits, managing investment-related taxes, leveraging income shifting and splitting techniques, handling special tax issues (such as Social Security and insurance proceeds), and preparing for the possible sunset of the Tax Cuts and Jobs Act (TCJA).

Join nationally renowned CPA Bob Keebler for an advanced exploration of Roth conversions, executive compensation planning, and the strategic use of trusts in tax and estate planning. The session includes practical frameworks, bracket visualization techniques, case studies, and specialized topics such as lifetime gifting, charitable legacy structures, and planning for state estate tax exposure.

This advanced session covers strategic tax planning for business owners, including entity selection, business deductions and credits, compensation planning, and tax-efficient exit strategies. Special focus is given to medical professionals and the unique opportunities available to them. The session also addresses planning around the sunset of the Tax Cuts and Jobs Act (TCJA) and the resulting tax and estate planning impacts.

This session focuses on optimizing client tax outcomes through effective tax bracket management. Topics include the structure of the tax system, bracket management strategies, asset location planning, the impact of Medicare IRMAA surcharges, and specialized opportunities such as Net Unrealized Appreciation (NUA) planning. Designed for investment advisor representatives, the course blends technical knowledge with real-world planning strategies.

Effective tax planning requires more than minimizing a client's tax liability this year. For financial advisors serving affluent clients, the greatest opportunities often come from anticipating how today’s tax decisions will affect retirement income, future required minimum distributions, and wealth transferred to the next generation. As clients transition from accumulating assets to distributing and transferring wealth, advisors must identify opportunities to reduce lifetime taxes while navigating increasingly complex tax rules.

In this session, Debbie Taylor, CPA/PFS, JD, explores tax planning strategies across four stages of life: accumulation, pre-retirement, early retirement, and late life and legacy. Through detailed case studies, Taylor demonstrates how asset location, Roth contributions and conversions, state residency planning, qualified charitable distributions, and strategic asset titling can improve long-term after-tax outcomes. The session also examines the tax implications of Trump accounts, the potential benefits of Roth conversions during market declines and lower-income years, and strategies for mitigating the widow's penalty and the tax burden on inherited retirement accounts.

This course will address several of the regulatory, legal, and operational risks that arise when SEC-registered and state-registered investment advisers provide tax planning, tax advice, or income tax return preparation services. The course will cover fiduciary duty, Form ADV disclosure, conflicts of interest, scope-of-service limitations, coordination with CPAs and attorneys, Circular 230 considerations, tax preparer obligations, IRC Section 7216 consent requirements, privacy/cybersecurity obligations, and best practices for policies, procedures, client disclosures, and engagement letters.