Taxes and estate planning are an essential part of our wealth's foundation. Today, Robert Keebler, CPA®, the found of Keebler and Associates, joins us to speak on tax compliance, tax reduction, and estate planning.
TIMESTAMPS
0:50 – Introducing Robert Keebler
2:18 – Robert’s backstory
4:03 – Coronavirus impact
6:50 – Misconceptions about taxes
9:42 – Tax compliance vs strategy
13:30 – Finding the right people
17:36 – CPAs being conservative
21:58 – Tax planning done poorly and well
23:17 – Tax planning made simple
24:44 – $500,000 investible assets
25:56 – $2 million investible assets
26:27 – $10 million investible assets
27:56 – Estate planning and asset protection
28:38 – Large umbrella insurance policies
31:47 – Questions for CPAs and other professionals
33:14 – How to contact Robert
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
Tax Planning Buckets: W2W Tax Planning
RESOURCES
About our guest: https://keeblerandassociates.com/about/
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
Subscribe to Our YouTube Channel: https://bit.ly/354Pd2M
Sub
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
