CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Income & Estate Tax Reform Bundle

Taught by Tax Expert: Robert Keebler, CPA/PFS, MST, AEP

This special bundle was designed for CPAs and Advisors that want to offer their clients the best income and estate tax strategies.

CPE TOPIC: Taxes
Credits: 2
Format: Webcast (On-demand)

$108 $129 16%off

SALE ENDS APRIL 30th!

What you'll get

2020 was an unimaginable time we won’t forget, and 2021 just began with a bang – The Democrats taking control of Congress and Federal tax policy. We’re moving forward with optimism, but the stimulus will have great implications for your clients, given the likely tax increases.

Robert Keebler designed this special bundle for CPAs and advisors who want to offer their clients the best income and estate tax strategies.

0 Course

2 Courses

1 Credits

2 Credits

4 Legnth

2 Hours

2 Course Topic

CPE Topic: Taxes

3 Format

Webcast (On-Demand)

7 Cert of Completion

Certificate Upon Completion

What You'll Learn

website_Quote_Robyn W_keebler

Bundle Description

The likely estate tax policy from Senator Sanders, Senator Wyden, and the President all lean towards lower estate tax exemptions, higher graduated estate tax rates and a reduction in minority interest and marketability discounts. This raises the complex question of whether it is prudent to incur gift tax and, secondly, whether it is wise to incur estate tax at the first death. These have been questions that estate planners have struggled with from 1986 through approximately 2011 and now these same struggles are presenting themselves again. For most couples who experienced the death of the first spouse in 2020 or 2021, it is critical not to file the 706 at nine months but to extend the estate tax return. Additionally, the possibility of the Van Hollen gain realization bill (STEP) becoming law adds to the complexity.

2020 was an unbelievable time we will long remember and 2021 just began with a bang – The Democrats taking control of Congress and federal tax policy.  Although the crisis may abate in 2021, the rate of tax policy change will likely increase. The “Blue Wave” along with the fiscal stimulus from Congress will have tremendous implications for your clients given the likelihood for significant tax changes directed towards wealthy Americans.

Whether, you’re a financial advisor, CPA, or attorney, clients will be looking to you for the best income and estate tax strategies

This bundle will provide, ideas, tip,s and tools to minimize your client’s tax liabilities. 

COURSE SPECIFICS: INCOME TAX REFORM

Course ID
WC1821240372
Advanced Preparation
None

COMPLIANCE INFORMATION

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01789-21-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1579
CTEC Federal Tax Law Credits: 1

COURSE SPECIFICS: ESTATE TAX REFORM AND THE 2021 PLANNING WINDOW

Course ID
WC1821240378
Advanced Preparation
None

COMPLIANCE INFORMATION

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01790-21-O
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1580
CTEC Federal Tax Law Credits: 1

IRS Federal Tax Law Credits: 1

Course Instructor

Robert Keebler Headshot
Robert Keebler, CPA, AEP, MST, CGMA

Robert S. Keebler, CPA/PFS, AEP (Distinguished), CGMA, MST is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Section. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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 …

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$108 $129 16%off

SALE ENDS APRIL 30th!