Approved IAR CE Courses

S Corporations, and their taxation, are of interest for financial planners as much as they are for financial planning clients. For instance, what is 'reasonable compensation'? Or how is the health insurance premium handled? - These are questions financial planners have to answer for clients as well as sometimes for themselves. This month's webinar will arm financial advisors with the benefits, limitations, and strategies for S-Corps that they can share with clients and use for themselves.

This course will explore advanced tax planning strategies designed to maximize your clients' financial outcomes. This session starts with a review of tax brackets and the assets and accounts best suited for helping clients manage their tax brackets. The programs then delves into key areas such as Roth Conversions, Roth IRA Distribution Limitations, Net Unrealized Appreciation, Gain and Loss Harvesting, Novel 529 Strategies, Opportunity Zones, Solar Investment, and 1031 Exchanges, providing you with the insights needed to effectively manage your clients' tax brackets. Additionally, the presenter will cover optimizing annuities through gain harvesting, leveraging charitable giving for tax benefits, and strategically planning itemized deductions. Discover the nuances of 529 Plans, the unique benefits of investing in oil and gas, and the intricacies of installment sales. Enhance your knowledge on investments and uncover innovative approaches to tax planning to help your clients make informed financial decisions.

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.