Date: August 13th , 2025

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 90 Minutes

Description:

With the passage of the One Big Beautiful Bill (OBBB), major shifts in tax law and retirement planning are now in effect. For financial professionals and high-net-worth individuals, understanding the new dynamics of Roth IRA conversions has never been more critical.

This in-depth webinar provides actionable strategies and technical insights to help you navigate the new tax environment, avoid costly pitfalls, and make smarter decisions about Roth conversions in 2025 and beyond.

Learning Objectives :

• The SALT deduction and the SLAT phaseout: What you need to know.
• The hidden cost of Roth conversions: Understanding the 45.5% marginal rate caused by SALT phaseout.
• How to avoid the 45.5% SALT trap and the 53.7% QBI phaseout rate.
• The new Senior Deduction: Benefits, eligibility, and how it affects Roth conversions.
• How deductions—SALT, senior, and charitable—interact to create complex traps in conversion scenarios.
• Key tax changes under the new administration and their strategic implications for Roth planning.
• Why now may be the optimal time to convert to a Roth IRA.
• Tax minimization strategies during conversions, including oil & gas investments and charitable giving.
• How to determine if a Roth conversion fits your client’s financial situation.
• Why Roth conversions can be more favorable for taxable estates.
• Considerations for post-mortem Roth distributions.
• Specialized planning for Roth conversions and special needs beneficiaries.

Credits and Other information:

• Recommended CPE credit – 1.5
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Update
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 90 Minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Robert S. Keebler, CPA/PFS, 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 Forbes as one of the 2024 America’s Top 200 CPAs, 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