Kitces Tax Intensive CE Day 2026
While all registrants will receive a recording of the event, you MUST attend the live virtual event to earn CE.
About Kitces Tax Intensive CE Day 2026
Our second annual Kitces Tax Intensive CE Day will be delivered virtually by some of the most engaging and relevant experts in our industry. Plus, fulfill your entire 6 hours of IAR P&P CE – while also earning 6 hours of CE for CFP, CIMA, CPWA, American College, and CPA. And 5 EA CE Hours.
The Hosts
Michael and Adam are ready to keep the energy up and the program flowing throughout the day!
Michael Kitces
Michael Kitces
Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL, is the Head of Planning Strategy for Focus Wealth Partners, a private wealth management and advisor TAMP platform based in St Louis, MO, that oversees approximately $50 billion of client assets.
In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
Adam Van Deusen
Adam Van Deusen
Adam is a Financial Planning Nerd at Kitces.com. He previously worked at a financial planning firm in Bethesda, Maryland, and as a journalist covering the banking and insurance industries. Outside of work, he serves as a volunteer financial planner and class instructor for non-profits in the Northern Virginia area. He has an MA from Johns Hopkins University and a BA from the University of Virginia.
Featured Speakers
6 hours of IAR Products & Practice CE Content, Focusing on Tax with Industry Experts
Jeffrey Levine
Sean Mullaney
Denise Appleby
Ben Henry-Moreland
Debra Taylor
Robert S. Keebler
Steven Jarvis
Tim Steffen
Agenda
Live, practical instruction from experienced educators focused on real-world application
Advanced Tax Strategies For Investments With Large Capital Gains
When investments grow, the tax consequences depend heavily on where those assets are held. Gains inside retirement accounts can typically be realized without immediate tax impact, but selling appreciated assets in a taxable portfolio can trigger capital gains taxes, whether to fund spending, rebalance, or simply reposition the portfolio.
This session will explore:
- How capital gains are calculated, netted, and taxed
- Comparison of potential strategies that can be used to mitigate capital gains
- The role of leverage in long/short strategy to enhance capital gains
- Identifying which capital gains mitigating strategies are appropriate for dealing with concentrated stock positions
- Advanced step-up in basis strategies
Jeffrey Levine
Jeffrey Levine
Jeffrey Levine, CPA/PFS, CFP®, CWS®, BFA®, MSA is the Lead Financial Planning Nerd for Kitces.com and the Chief Planning Officer at Focus Partners Wealth.
In 2020, Mr. Levine was named by Investment Advisor Magazine as one of the top 25 voices to turn to during uncertain times and was named to the IA25 again in 2021. Jeff is a past recipient of the Standing Ovation award, presented by the AICPA Financial Planning Division, was named to the 2017 class of 40 Under 40 by InvestmentNews, and as a Young Advisor to Watch by Financial Advisor Magazine in 2020.
Previously, Jeffrey served as Ed Slott and Company’s Chief Retirement Strategist, where his ability to simplify the complex laws that govern individual retirement accounts, combined with his unique blend of humor and tax planning, was first recognized. You can follow Jeff on Twitter @CPAPlanner, where he is known to break down the latest tax and financial planning updates in GIF-filled tweets storms, and via his personal website, www.FullyVestedAdvice.com.
Optimizing Tax Planning for Early (Pre-65) Retirees
Retiring before age 65 creates a tight interplay between income planning and health insurance costs, where withdrawal decisions directly affect taxes and coverage. Advisors can add value by coordinating income strategies to reduce ordinary income while optimizing Affordable Care Act Premium Tax Credits and minimizing overall tax exposure.
This session will explore:
- The key planning considerations and trade-offs for clients who fully retire before age 65
- The Premium Tax Credit and its impact on health insurance decisions and tax planning prior to Medicare eligibility
- Practical strategies to reduce ordinary income (and taxable income) during the pre-65 retirement years
- The role of Roth conversions in optimizing retirement tax outcomes before age 65
- The potential drawbacks of not leveraging Roth conversions during the pre-65 retirement window
Sean Mullaney
Sean Mullaney
Sean Mullaney is a financial planner and the President of Mullaney Financial & Tax, Inc. Mullaney Financial & Tax, Inc. offers fiduciary, fee-only, and advice-only financial planning. Sean is the co-author, with Cody Garrett, of Tax Planning To and Through Early Retirement, published in 2025. Sean writes the Plutus Award winning blog FITaxGuy.com on the intersection of tax and financial independence. He also has a personal finance YouTube channel.
Sean has discussed personal finance and tax on numerous podcasts, including ChooseFI, The Stacking Benjamins Show, How to Money, and BiggerPockets Money. He has been quoted in media outlets including The Wall Street Journal, The New York Times, and MarketWatch.
Sean entered financial planning as a career changer. In his previous career he worked for Deloitte & Touche and PwC, including over 6 years in PwC's Washington National Tax Services practice. Sean is a Certified Public Accountant licensed in California and Virginia. He is a member of Measure Twice Planners and the American Institute of Certified Public Accountants. For more on Sean’s professional background, please visit his LinkedIn profile here.
Sean and his wife Catherine live in Woodland Hills, California. Outside of professional pursuits, he enjoys spending time with his wife, travel, the comedy of Larry David and Jerry Seinfeld, and New York Jets football.
Beneficiary Options After SECURE 1.0 and 2.0
Post-death IRA distribution planning has become increasingly complex, requiring advisors to correctly classify beneficiaries, determine whether life expectancy payouts or the 10-year rule applies, and apply the required beginning date (RBD) framework to calculate annual distributions. This session provides a practical, repeatable advisor framework for evaluating spousal beneficiary options and improving the accuracy and compliance of post-death IRA administration.
This session will explore:
- Proper classification of IRA beneficiaries to determine the correct post-death distribution rules
- Identification of which payout regime applies after death—including when life expectancy payments are allowed versus when the 10-year rule applies
- Application of the Required Beginning Date framework
- Evaluation of key spousal beneficiary options
- Implementation of a practical advisor framework to reduce compliance risk and streamline post-death administration
Denise Appleby
Denise Appleby
Denise is CEO of Appleby Retirement Consulting Inc., a firm that provides IRA tools and resources for financial and tax professionals. She has over 15 years of experience in the retirement plans field, and has co-authored several books and written over 400 articles on IRA rules and regulations.
Reviewing Client Tax Returns For (Post-OBBBA) Planning Opportunities
With major changes from the One Big Beautiful Bill Act (OBBBA) taking effect in 2025, an annual tax return review becomes a natural opportunity to show clients exactly what changed, how it impacted their tax situation, and what planning adjustments to consider for 2026 and beyond.
This session will explore:
- The key benefits of incorporating an annual tax return review into an advisory firm’s ongoing service calendar
- The major tax forms commonly included in a client’s return—and the planning insights each form can reveal
- How the One Big Beautiful Bill Act (OBBBA) provisions impact advisory clients for the 2025 tax year
- Where the new law’s changes will actually show up on clients’ 2025 tax returns (and what to look for)
- How to use insights from the 2025 return to identify tax planning opportunities for 2026 and beyond
Ben Henry-Moreland
Ben Henry-Moreland
Ben Henry-Moreland is a Senior Financial Planning Nerd at Kitces.com, where he researches and writes for the Nerd’s Eye View blog, using his experience as a financial planner and a solo advisory firm owner to help fulfill the site’s mission of making financial advicers better and more successful. In addition to his work at Kitces.com, Ben serves clients at his RIA firm, Freelance Financial Planning.
Incorporating Tax Planning Into Your Client Service Calendar
To be truly effective, tax planning can’t be a once-a-year event. It needs to be embedded into an advisor’s year-round service calendar. When proactive tax planning becomes a repeatable process, clients see more value and better outcomes, fees are easier to defend, and advisors win more high-net-worth business.
This session will explore:
- Why reactive, one-off tax conversations often lead to missed planning opportunities and how a structured service calendar creates proactive, repeatable tax planning throughout the year
- Best practices for aligning tax planning touchpoints with the natural rhythm of the tax year
- How to tailor a tax planning service calendar by client segment
- Practical guidance for clarifying team roles and responsibilities so tax planning is delivered consistently, efficiently, and at scale
- A real-world look at how Carson Wealth Franklin Lakes built a year-round tax planning calendar
Debra Taylor
Debra Taylor
Debra Taylor, CPA/PFS™, JD, CDFA® is the Managing Partner and Chief Tax Strategist at Carson Wealth in Franklin Lakes, with over 27 years of experience in tax and financial planning. A nationally recognized speaker, Debbie is known for bringing clarity, confidence, and humor to complex tax topics. She specializes in advanced tax planning for high-net-worth families and is passionate about educating advisors and empowering women to take control of their financial futures. Debra frequently lectures at national conferences, contributes to leading industry publications, and serves as Director of Practice Management at Horsesmouth. A retired attorney and Cornell Law graduate, Debra combines deep technical knowledge with an approachable style that resonates with professionals and clients alike.
Best Tax Planning Ideas Panel
In this interactive panel, Michael Kitces and three expert practitioners will share both evergreen tax planning strategies every advisor should diligence with every client and the new opportunities emerging post-OBBBA, offering practical ideas advisors can use in client meetings as 2025 returns are filed and 2026 planning
This session will explore:
- Impactful income and estate tax planning opportunities emerging after the passage of OBBBA
- Practical strategies advisors can integrate into a repeatable annual tax planning process
- What to watch for when reviewing clients’ 2025 tax returns
- A comparison of expert panelist approaches and how to determine which strategies fit which client situations
- How to incorporate timely tax planning discussions into client meetings throughout the year to improve outcomes and deepen advisor-client relationships
Robert S. Keebler
Robert S. Keebler
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. 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 350 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. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 30 years including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute. He also served as chair of the AICPA’s Advanced Estate Planning Conference from 2014-2020. Mr. Keebler received an award from CPAacademy for Top Presenter 2022. This award honors those who are committed to the education of accounting professionals and shares their knowledge in an open and easily accessible format. He also received an award for Top Tax Educator of the Year for 2021-22 from myCPE for outstanding contributions in the field of tax education and exceptional dedication to the field.
Steven Jarvis
Steven Jarvis
Steven Jarvis is a CPA and founded Retirement Tax Services, a tax firm that aims to bridge the gap between tax professionals, financial advisors, and their mutual clients to help reduce most people’s largest expense in retirement: taxes!
He’s a former college professor and author of the book “Don’t Get Killed On Taxes” – 20 Of The Most Common Reasons You’re Sending Too Much Money To The IRS.
When Steven isn’t talking about taxes he enjoys spending time with his wife and two children having adventures and enjoying life. He is an avid runner and triathlete and enjoys learning new skills (last year he took a standup comedy class) to make sure he is making good on the claim that he is “the most interesting CPA in the world”.
Tim Steffen
Tim Steffen
As Director of Advanced Planning for Baird, Tim is responsible for researching, writing and speaking on important planning issues that impact the clients of Baird. This includes topics related to retirement and estate planning, tax law, executive compensation, business owners, legislative changes, and overall best practices.Tim originally joined Baird in 1999 serving in a variety of planning-oriented roles. He left Baird in 2019 to join the Advisor Education team at PIMCO, before returning to Baird in 2021. Prior to 1999, Tim worked in Arthur Andersen’s Private Client Services group in Milwaukee where he specialized in tax and financial planning. His clients included corporate executives, business owners and families.
Tim earned his bachelor’s degree in Accounting from the University of Illinois in 1991. He is a Certified Public Accountant/Personal Financial Specialist, a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Private Wealth AdvisorSM professional and a member of the American and Wisconsin Institutes of CPAs, Investments & Wealth Institute (IWI) and the Financial Planning Association (FPA).
Commentary from Tim on a wide range of financial planning topics has been featured in national, regional and trade media such as The Wall Street Journal, Bloomberg BusinessWeek, Kiplinger’s, U.S. News & World Report, Morningstar, CNBC.com, and InvestmentNews. In addition, he speaks to numerous client and professional groups about tax and financial planning topics and has taught financial planning classes for IWI and at the University of Wisconsin-Madison. Tim also regularly shares his perspectives via Twitter (@TimSteffenCPA) and other social media outlets
CE Reporting Requirements
Kitces will report CE on your behalf to several organizations including the CFP Board, American College, IWI, FINRA, and the IRS (for EA CE) by March 30, 2026.
(CE requirements vary for each organization)
For your CE activity to be reported:
- You must provide your certification numbers at the point of registration
- You must be present for at least 50 minutes of the hour-long sessions to earn CE
(There are 6 unique CE-approved sessions within the event. Each is 1 hour long, and you must attend at least 50 minutes of the hour-long sessions, or you will not receive CE credit for that portion of IAR CE Day.)
Note: 5 of the 6 sessions for Tax Intensive CE Day 2026 will be EA CE eligible.
Completion certificates will be emailed to attendees who satisfy the requirements above by March 30, 2026.
Pricing & Sign-Up Information for Tax Intensive CE Day 2026
March 12, 2026 | 11:00 AM - 6:30 PM ET
This Kitces Tax Intensive CE Day ticket is $347.
Advicers who have joined the Kitces Members Section can register at a discounted rate of $247.
Want to save even more? Bundle tickets are perfect for teams of 4 or more!
👉 Click here for volume discounts
You MUST attend the entire 7.5 hour virtual event live to earn CE
FAQ for Kitces Tax Intensive CE Day 2026
Kitces Tax Intensive CE Day is designed for all advisors who want to expand their knowledge Products and Practice, designed to ensure ongoing knowledge and competency related to investment products, strategies, standards, and compliance practices relevant to the investment advisory industry. An IAR must satisfy six credits annually of this component.
Kitces Tax Intensive CE Day will be approximately 7 hours and 30 minutes long and will begin at 11AM ET on Thursday, March 12th. Breaks are built into the agenda approximately every hour. Due to the nature of this live event, exact start and stop times for breaks are not determined in advance.
Yes. Breaks are built into the agenda approximately every hour.
Kitces Tax Intensive CE Day is a virtual webinar event that will be hosted by Michael Kitces and Adam Van Deusen and will feature expert presenters across 6 CE sessions.
Kitces will report CE on your behalf to several organizations including the CFP Board, American College, IWI, and FINRA. CE requirements vary for each organization.
There are 6 unique CE-approved sessions within the event, four of which are 1 hour long. You must attend at least 50 minutes of the hour-long sessions or you will not receive CE credit for that portion of IAR CE Day.
Additionally, you must provide your full name and certification numbers at the point of registration.
Completion certificates will be emailed to attendees who satisfy the requirements above.
You can use FINRA’s BrokerCheck website to find your personal CRD number.
The Kitces Team will automatically report CE on your behalf to FINRA, the CFP Board, the American College, and IWI, no later than March 30th. We do not report to any state-level organizations.
The Kitces Team will automatically report CE on your behalf to FINRA, the CFP Board, the American College, and IWI. We do not report to any state-level organizations.
Yes, you will receive a completion certificate via email if you satisfy the requirements above.
You’re welcome to come and go throughout the day, and attend whichever agenda sessions interest you. However, CE will only be reported for the sessions where you are present for at least 50 minutes per session. Further, the registration price provides you with access to the entire event. Pro-rated tickets are unavailable.
Yes, you must attend the entirety of each session event to earn CE.
Yes. Access to a recording is included in your registration, however, CE will only be reported for the sessions you attend live on Thursday, March 12th, 2026.
No. The recording is not available for sale independently. You must register for the live event to access a recording. Please note, CE will only be reported for sessions you attend live on Thursday, March 12th, 2026. Watching the recording does not earn you CE.
CE will only be reported for sessions you attend live on Thursday, March 12th, 2026. Watching the recording does not earn you CE.
Kitces Premier Members receive a discount on the registration cost for Kitces Tax Intensive CE Day. Non-member tickets are $347, while Kitces Premier Member tickets are $247.
Advisory firms that wish to purchase multiple registrations to Kitces IAR CE Day can receive a discounted bulk rate for groups of 4 or more. Additional discounts apply with a Kitces Premier Group Membership rate. You can learn more here.
Advisors may receive a full refund for Kitces Tax Intensive CE Day up to the event start time at 11AM ET on Thursday, March 12th, 2026.
Visit our IAR CE FAQ page here.
Attendees can earn up to 5 hours of EA CE at the Kitces Tax Intensive 2026. 5 of the 6 sessions offered during the day are EA CE-eligible. Debra Taylor’s Service Calendar session will not be EA CE-eligible.
Become a Premier Member
Kitces.com Premier Membership includes Kitces-Courses discounts, free monthly webinars, over 100 Hours of CE on-demand, CFP ethics, and more!
Group Discounts
Discounts are available for group enrollments. Additional discounts apply with a Kitces Premier Group Membership .
