Webcast
Basic
CPE Credits
1 Credits: Taxes
Course Description
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, 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 social security 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 loss 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
- Section 199A Deduction planning and likely changes
- Using trusts to create additional income taxpayers
- The end of GRATs, IDGTs and dynasty trusts
- And Much, Much More!
Course Specifics
|
Course ID WC1821240372 |
Revision Date April 19, 2021 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02211-22-O
IRS Federal Tax Law Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02211-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1579
CTEC Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1579
CTEC Federal Tax Law Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Robert 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 …
Income Tax Reform
CPE CREDITS
1 Credits: Taxes
$64.50
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
Webcast
Basic
CPE Credits
1 Credits: Taxes
Course Description
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, 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 social security 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 loss 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
- Section 199A Deduction planning and likely changes
- Using trusts to create additional income taxpayers
- The end of GRATs, IDGTs and dynasty trusts
- And Much, Much More!
Course Specifics
|
Course ID WC1821240372 |
Revision Date April 19, 2021 |
Prerequisites None |
Advanced Preparation None |
Compliance information
NASBA Provider Number: 103220
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02211-22-O
IRS Federal Tax Law Credits: 1
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-T-02211-22-O
IRS Federal Tax Law Credits: 1
CTEC Provider Number: 2071
CTEC Course Number: 2071-CE-1579
CTEC Federal Tax Law Credits: 1
CTEC Course Number: 2071-CE-1579
CTEC Federal Tax Law Credits: 1
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor
Robert 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 …
Income Tax Reform
CPE CREDITS
1 Credits: Taxes
Webcasts are available for viewing Monday - Saturday, 8am - 8pm ET.
$64.50