Strategic Income Management for Client Success

Personal Financial Planning

Webcast

Strategic Income Management for Client Success

H.R. 1 added a new dimension to the management of tax provisions that have income thresholds and phaseouts. Learn how to include this analysis in your client planning.

$75 - $109

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Dec 02, 2025

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

1.5

Instructor

Marianela Collado, Christopher Benson, Robert S. Keebler

Availability

3 months

Product Number

WC5056451

View

Business & partner

Part of a discounted

Product Details

The H.R. 1 tax bill introduced a range of provisions with varying income thresholds and phaseouts.

Our expert CPA/PFS panel will break down these changes and share tactical guidance for applying them with clients.

Understand how to manage these phaseouts, both above and below the line, and how to pair them with strategies like Roth conversions and QCDs.

This information can help set you apart as a CPA financial planner.

Key Topics

OBBBA, HR 1, phaseouts, thresholds, SALT, shifting income, Roth conversions, investment strategies

Learning Outcomes

Apply the 2/37th itemized deduction limitation.
Use the 45.5% SALT effect rate.
Compare how the new phaseouts affect Roth conversions and when not to do a Roth conversion.
Apply opportunities to use non-grantor trusts to shift income.
Determine how to time RMDs and QCDs to avoid these limitations.
Calculate why you should itemize in 2025 not 2026.
Apply Roth conversions from age 50 to 63 to reduce IRMAA and avoid phaseouts.
Calculate the use of oil and gas investments to reduce AGI and avoid phaseouts.
Use passive activity losses to offset passive income.
Determine when to use bonus depreciation, Section 179, and cost segregation to reduce AGI.
Determine the potential for defined benefit plans to reduce AGI.
Use investment strategies to defer income and reduce AGI.

This event is CFP-eligible

Who Will Benefit

CPAs in public practice or industry
Tax advisers and planners
CPA personal financial planners
Firm leaders seeking to enhance advisory services
Non-CPA financial advisers

Bundle and Save

Bundle this session with the remaining four in the HR. 1 PFP MasterClass Series to access all 5 classes, earn 7 CPE credits, and receive a 25% discount compared to stand-alone pricing.

For a more comprehensive learning experience, combine the H.R. 1 PFP MasterClass Series with the HR. 1 Tax MasterClass Series — featuring 5 classes, 10 CPE credits, and a 20% discount off stand-alone course pricing.

Together, they form the H.R. 1 MasterClass Series Bundle: 8 classes, 15 CPE credits, and an additional 13% discount when purchased as a combined bundle.

Credit Info

CPE Credits

1.5

NASBA Field of Study

Taxes

Level

Intermediate

Prerequisites

Fundamental knowledge of the new H.R. 1 tax bill, commonly referred to as OBBBA.

Access

This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.

Duration

1.5 hrs

For more information, please refer to CPE requirements and NASBA sponsorship information

Pricing

Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Nonmembers

$109.00

AICPA Members

$89.00

CIMA Members

$89.00

PFP Section Members

$75.00

Tax Section Members

$75.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Speakers

Marianela Collado

CPA/PFS, CFP®, CDS®

Marianela Collado, CPA/PFS, CFP®, CDS® serves as a Senior Wealth Advisor and is the CEO and co-owner of Tobias Financial Advisors who operates under the fee-only model. Marianela provides a comprehensive range of financial planning services such as investment asset management, financial and life planning, and various functions aimed at assisting clients in safeguarding, expanding, and organizing their assets during different stages of life. As a fee-only, fiduciary, and independent financial advisor, Marianela does not receive any form of commission and has a legal obligation to provide unbiased and reliable financial guidance.

Christopher Benson

CPA/PFS

Chris leads the L.K. Benson & Company financial planning practice and focuses on providing financial advice that covers the full spectrum of your personal finances. With an extensive tax background, he also stays involved in our tax practice, reviewing returns and providing ongoing tax planning. Chris graduated in 2004 from Bucknell University with a Bachelor's degree in Accounting. He then spent 5 years in the tax department at Grant Thornton while working on his Master's in Taxation from the University of Baltimore. After passing the CPA exam and the PFS exam, he joined the firm in 2009. He is an active member of the AICPA Personal Financial Planning (PFP) section, where he formed a networking group of young advisers from across the country. He is also a member and past chair of the personal financial planning committee of the Maryland Association of CPAs (MACPA). Since 2010, he has been actively involved with the Pancreatic Cancer Action Network, helping run various aspects of their annual PurpleStride event in Baltimore.

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished)

Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression". He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.

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