CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Georgia Senate Results and Tax Planning Opportunities

Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
2 Credits: Taxes

Course Description

The 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 both will have tremendous implications for your clients given the likelihood for significant tax changes directed towards wealthy Americans.

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

Learning Objectives

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

 

  • A detailed review of President Biden’s income and estate tax policy proposals– including a checklist of planning ideas
  • Bracket management considering: historically low rates, the scheduled sunset, and the potential rate increases under a Biden Administration
  • Capital gain harvesting to capture a rate advantage with a potential of a 39.6% LTCG rate under the “Buffet Rule”
  • The mathematics of gain harvesting
  • Advanced Roth conversions
  • The reduced value of itemized deductions
  • The reduced value of Funding tax-preference retirement accounts
  • Using 529 Plans for elementary and high school tuition
  • The best charitable contribution strategies
  • Opportunity zone investments
  • Using trusts to create additional income taxpayers
  • Urgent estate and gift planning
  • Reduction of the estate and gift exemption
  • The end of GRATs, IDGTs and dynasty trusts
  • Changes to the annual exclusion
  • Drafting strategies in the event of retroactive changes to the gift tax exemption
  • How to plan for carryover basis
  • Limitations on GST exempt trusts
  • Changes to valuation adjustments
  • Changes to annual exclusion
  • Drafting strategies in the event of retroactive changes to the gift tax exemption
  • How to plan for carryover basis
  • Urgent estate and gift planning
  • Reduction of the estate and gift exemption
  • The end of GRATs, IDGTs and dynasty trusts
  • Changes to valuation adjustments
  • Changes to the annual exclusion
  • And Much, Much More!

Course Specifics

Course ID
WC1820233731
Revision Date
January 8, 2021
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01763-21-O
IRS Federal Tax Update Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1551
CTEC Federal Tax Update 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 »

Georgia Senate Results and Tax Planning Opportunities

CPE CREDITS
2 Credits: Taxes

$98.00


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Update
Credits
CPE Credits
2 Credits: Taxes

Course Description

The 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 both will have tremendous implications for your clients given the likelihood for significant tax changes directed towards wealthy Americans.

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

Learning Objectives

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

 

  • A detailed review of President Biden’s income and estate tax policy proposals– including a checklist of planning ideas
  • Bracket management considering: historically low rates, the scheduled sunset, and the potential rate increases under a Biden Administration
  • Capital gain harvesting to capture a rate advantage with a potential of a 39.6% LTCG rate under the “Buffet Rule”
  • The mathematics of gain harvesting
  • Advanced Roth conversions
  • The reduced value of itemized deductions
  • The reduced value of Funding tax-preference retirement accounts
  • Using 529 Plans for elementary and high school tuition
  • The best charitable contribution strategies
  • Opportunity zone investments
  • Using trusts to create additional income taxpayers
  • Urgent estate and gift planning
  • Reduction of the estate and gift exemption
  • The end of GRATs, IDGTs and dynasty trusts
  • Changes to the annual exclusion
  • Drafting strategies in the event of retroactive changes to the gift tax exemption
  • How to plan for carryover basis
  • Limitations on GST exempt trusts
  • Changes to valuation adjustments
  • Changes to annual exclusion
  • Drafting strategies in the event of retroactive changes to the gift tax exemption
  • How to plan for carryover basis
  • Urgent estate and gift planning
  • Reduction of the estate and gift exemption
  • The end of GRATs, IDGTs and dynasty trusts
  • Changes to valuation adjustments
  • Changes to the annual exclusion
  • And Much, Much More!

Course Specifics

Course ID
WC1820233731
Revision Date
January 8, 2021
Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-01763-21-O
IRS Federal Tax Update Credits: 2
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1551
CTEC Federal Tax Update 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 »

Georgia Senate Results and Tax Planning Opportunities

CPE CREDITS
2 Credits: Taxes

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

The 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 both will have tremendous implications for your clients given the likelihood for significant tax changes directed towards wealthy Americans.

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

$98.00