CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Biden Presidency and Senate Shift: Urgent Tax Planning Required

4.5 (2)

Robert Keebler, CPA (US), CGMA, CPA/PFS, AEP

Keebler & Associates LLP

Monday, March 15, 2021 | 04:00 PM EDT

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • Oregon Tax Preparer
  • CPA/PFS
  • TEP
  • Maryland Tax Preparer

2 Credits

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00454-21-O)

2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0454)

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

2 CPD credit (Verifiable) for CPA/PFS

2 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

2 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00454-21-O)

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00454-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

The year 2020 came with an unbelievable challenge that we all will remember for a long time.  Even 2021 just began with the Democrats taking control of Congress and tax policy. Although the health crisis may eventually abate in 2021, experts predict that the rate of tax policy changes will likely increase. The "Blue Wave," along with the fiscal stimulus from Congress, both have tremendous implications for your clients, given the likelihood of significant tax changes directed at wealthy Americans.

This CPE/CE webinar will not only provide ideas, tips, and tools to minimize your clients' tax liabilities, but it will also cover a vast area that supports such assistance with following topics: 

  • A detailed review of President-Elect 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 loss harvesting and advanced Roth conversions
  • The reduced value of itemized deductions and funding tax-preferenced retirement accounts
  • Using 529 Plans for elementary and high school tuition
  • The best charitable contribution strategies and opportunity zone investments
  • Section 199A deduction planning and likely changes
  • 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

Recommended for:

This CPE tax webinar is recommended for professionals working as accountants, 

financial advisor, CPA, or attorney, it is certain that clients will look to them for the best assistance in strategic decision making with respect to income and estate, and wealth tax and management.

Learning Objectives

  • To identify the implications of the “Blue Wave” and the fiscal stimulus for your clients
  • To zero down the ideas, tips, and tools that help in minimizing your clients’ tax liabilities
  • To recall a detailed review of President-Elect Biden’s income and estate tax policy proposals

Who Should Attend?

  • Accounting Firm
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • 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

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4.5

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