Sophisticated Tax Planning for
Investment Portfolios
And DrawDownSM Strategies
Mark your calendar Wednesday May 16, 2012
In Green Bay for a tax planning seminar
You will not want to miss!
Dear Friends and Colleagues,
Looking for the latest on income tax issues associated with sophisticated investment
vehicles and how to harness the economic benefits and income tax benefits?
Looking to lower your client’s portfolio income tax?
Need some help understanding the different types of retirement investment accounts from
an income tax perspective?
Want a brush up on how to develop a tax efficient distribution strategy?
Get all your questions for sophisticated tax planning for investment portfolios answered in
one place … and in person!
This seminar will delve into those issues and more. We’ll tell you what you need to know
about income tax aspects of sophisticated investment vehicles, tax efficient investing, and
distribution strategies or drawdown for various retirement assets.
Join me, Robert S. Keebler CPA MST AEP (Distinguished), and my colleagues Peter J. Melcher
MBA JD LLM, and Stephen J. Bigge CPA CSEP, for this intimate and engaging seminar designed
specifically for Lawyers, CPAs and Financial Advisors.
“I’ve heard Bob Keebler speak on this topic three times and
I’ve always come away with new and unique planning
strategies that have real client applications.”
-David Foster, CPA, PFS, CFP
After 8 hours of course time, you will walk away with innovative planning strategies, a
collection professionally prepared materials and detailed information on tax planning
strategies including:
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2012 Gain harvesting
Taxation of various investment accounts
Tax sensitive asset allocation
Identifying which assets to place in
certain investment vehicles-“Tax
Allocation”
Stock dividends, stock splits, and stock
warrants
Employee stock options
Loss harvesting and wash sales
Constructive sales
Short sales and straddles
The order in which assets should be
withdrawn from and investment
portfolio
Tax asset classes
Sophisticated Roth IRA conversion
strategies
 Taxation of Puts and calls
 Managing asset location between tax
asset classes
 Impact of the new 3.8% Medicare surtax
(Beginning 1/1/2013)
 Hidden incentives within the income tax
law for various investment assets
 Managing capital gains and dividends
 Managing tax brackets
 Tactical income tax planning with
defined benefit plans
 Net unrealized appreciation
 Creating “Tax Alpha”
 Role of charitable lead and remainder
trusts
This seminar is designed for Financial Advisors, Trust Officers, and CPAs
For a full list of topics, complete with the downloadable Schedule, click Here
Get your sophisticated tax planning questions answered here! Register Now!
See you at the Seminar!
Robert Keebler
420 S. Washington St.
Green Bay, WI 54301
Direct: 920.593.1701
General: 920.593.1700
Fax: 920.593.1717
[email protected]
Materials and Audio CDs also available for purchase
Please contact Emily Rosenberg at 920.593.1705
Or email [email protected]