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.

The SECURE Act's elimination of the 'stretch IRA' for most non-spouse beneficiaries has created new challenges and opportunities for financial advisors guiding clients through wealth transfer. Under the 10-Year Rule, impacted beneficiaries must fully deplete inherited retirement accounts within a decade, often resulting in compressed distribution windows and increased tax liabilities.In this webinar, Jeff Levine explores how to navigate these complexities through proactive and post-inheritance planning. Attendees will learn how to distinguish between different beneficiary types, apply strategic distribution timing, and evaluate techniques such as Roth conversions, disclaimers, and changes to beneficiary designation. Using a variety of examples, Jeff emphasizes the core principle of paying taxes when rates are lowest to maximize after-tax legacy outcomes while also being aware of the impacts each strategy could have on other facets of a client's financial life.