CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

American Families Plan Act (The White house on tax policy)

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
  • CSA
American Families Plan Act (The White house on tax policy)

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00497-21-O)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0497)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00497-21-O)

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00497-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

2020 was an unbelievable time we will long remember, and 2021 began with a bang, with the Democrats taking control of Congress and proposing massive changes to federal tax policy. 

Although the crisis may abate in 2021, the momentum for tax policy change will likely only 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.

This online tax law webinar will provide ideas, tips, and tools to minimize your client’s tax liabilities. This online CPE webinar will cover the following and more:

  • Recall President Biden’s income and social security tax policy proposals, including a checklist of planning ideas
  • Identify bracket management considering historically low rates, the scheduled sunset, and the potential rate increases under a Biden Administration
  • Recall capital gain harvesting and how it works to capture a rate advantage with a potential of a 39.6% LTCG rate
  • Determine the importance of the mathematics of loss-harvesting
  • Recall advanced Roth conversions
  • Recall the reduced value of itemized deductions
  • Identify the reduced value of funding tax-preference retirement accounts
  • Determine the increased relevancy of CRTs
  • Identify the increased importance of using installment sales

Learning Objectives

  • To recall President Biden’s income and social security tax policy proposals, including a checklist of planning ideas
  • To identify bracket management considering historically low rates, the scheduled sunset, and the potential rate increases under a Biden Administration
  • To recall capital gain harvesting and how it works to capture a rate advantage with a potential of a 39.6% LTCG rate
  • To determine the importance of the mathematics of loss-harvesting
  • To recall advanced Roth conversions

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

4.5

(20)
55%
35%
10%
0%
0%

JZ

As usual, Bob delivers, breaks down complex topics into easily understandable terminology. Huge planning opportunities if this tax package passes.

DP

I already recommended this webinar to my colleagues and the flowcharts and examples in the slides are very much appreciated!

EW

Great summary of proposed changes

JG

Useful information