These charts are graciously provided by Bob Keebler, CPA/PFS, except as noted below and are exclusively available to PFP/PFS members.
Use this chart, provided by Bob Keebler to implement proven income tax planning strategies with your clients to minimize their tax bill.Tax Asset Classes Chart
Compare the tax efficiency and planning strategies for various tax asset classes with this helpful chart prepared by Bob Keebler.The Top 10 Tax Planning Ideas for 2020
This chart by Bob Keebler highlights the top tax ideas for 2020 along with presenting reasons to consider a Roth IRA Conversion.Capital Gains Harvesting Chart
This chart from Bob Keebler helps practitioners determine if the time-sensitive strategy of harvesting gains makes sense for their clients.Tax-Efficient Draw Down Strategies
This chart provided by Bob Keebler covers key draw down concepts, strategies, and asset classes provided in an easy to reference document.
See various factors that impact marginal tax rates for your clients including AMT, LTCG, payroll taxes and more.
This chart by Bob Keebler gives an overview of generation skipping transfer tax issues, the usage of the Dynasty Trusts, and reviews automatic allocation rules.Understanding the Net Investment Income Tax Chart
Use this chart to understand the rules and planning strategies for the 3.8% Net investment Income Tax (NIIT).Applying the 3.8% NIIT Chart
Bob Keebler explains the 3.8% Net Investment Income Tax (NIIT) for individuals, charitable remainder trusts, and charitable lead trusts in this chart.IRA Distribution Flowchart
Bob Keebler has shared this flowchart with PFP Section members to highlight traditional IRA distribution considerations.Roth IRA Distribution Flowchart
Bob Keebler has made this flowchart available to PFP Section members to highlight Roth IRA distribution considerations.Roth Quadrants Reference Chart
This informative chart from Bob Keebler covers 8 different tax and potential tax penalty aspects of Roth IRAs.PFP Tax Bracket Management Chart
The Bracket Management Chart by Bob Keebler contains impactful bracket management ideas, checklists, tax brackets and illustrative examples.The Roth Conversion Decision Chart
This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA and gives important advisor considerations on the decision.