CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Year-End Planning in 2020 Including Planning for a Biden Administration

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

The first-half of 2020 was an unbelievable time we will long remember. The unusual events make year-end planning more than routine. However, the second-half of the year may hold even more significance. The election has great implications for our clients given the wide and growing gap in tax policy between the two parties.

Whether you’re a financial advisor, life insurance agent, CPA or attorney, need to advise your clients as to the best course of action for the time remaining in 2020 and into 2021.

This session will provide, ideas, tip and tools to act before year-end to minimize your client’s tax liabilities. Bob will cover the following and much more:

  • A detailed review of Former Vice President Biden’s Tax Policy Proposals and planning ideas – including a checklist of ideas
  • Bracket management considering: historically low rates, the scheduled sunset, and the potential change under a Biden Administration
  • Gain harvesting to capture a rate advantage
  • The mathematics of loss harvesting
  • Advanced Roth conversions
  • Rethinking itemized deductions
  • Funding tax-preferenced accounts
  • Using 529 Plans for elementary and high school tuition
  • Charitable contributions
  • Opportunity zone investments
  • Section 199A Deduction planning
  • Using trusts to create additional income taxpayers
  • Year-end estate and gift planning

Learning Objectives

Course Specifics

Course ID
8202713VID
Original Release Date
October 6, 2020
Revision Date
October 6, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01616-20-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1512
CTEC Federal Tax Law Credits: 2

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 …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

Year-End Planning in 2020 Including Planning for a Biden Administration

Format
CPE CREDITS
2 Credits: Taxes

$98.00

Icon_Self-Study
Self-Study
Icon_Level
Basic
Credits
CPE Credits
2 Credits: Taxes

Course Description

The first-half of 2020 was an unbelievable time we will long remember. The unusual events make year-end planning more than routine. However, the second-half of the year may hold even more significance. The election has great implications for our clients given the wide and growing gap in tax policy between the two parties.

Whether you’re a financial advisor, life insurance agent, CPA or attorney, need to advise your clients as to the best course of action for the time remaining in 2020 and into 2021.

This session will provide, ideas, tip and tools to act before year-end to minimize your client’s tax liabilities. Bob will cover the following and much more:

  • A detailed review of Former Vice President Biden’s Tax Policy Proposals and planning ideas – including a checklist of ideas
  • Bracket management considering: historically low rates, the scheduled sunset, and the potential change under a Biden Administration
  • Gain harvesting to capture a rate advantage
  • The mathematics of loss harvesting
  • Advanced Roth conversions
  • Rethinking itemized deductions
  • Funding tax-preferenced accounts
  • Using 529 Plans for elementary and high school tuition
  • Charitable contributions
  • Opportunity zone investments
  • Section 199A Deduction planning
  • Using trusts to create additional income taxpayers
  • Year-end estate and gift planning

Learning Objectives

Course Specifics

Course ID
8202713VID
Original Release Date
October 6, 2020
Revision Date
October 6, 2020
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-01616-20-S
IRS Federal Tax Law Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1512
CTEC Federal Tax Law Credits: 2

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 …

Robert Keebler, CPA, AEP, MST, CGMA Read More »

Year-End Planning in 2020 Including Planning for a Biden Administration

Format
CPE CREDITS
2 Credits: Taxes

$98.00