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

Capital Gains and Other Proposed Tax Changes in the Infrastructure Bills

  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CTEC
Capital Gains and Other Proposed Tax Changes in the Infrastructure Bills

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00495-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0494)

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

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

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

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-U-00495-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00495-21-O)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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

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Course Description

The Biden Administration is proposing massive changes in the way capital gains are to be taxed in the new infrastructure bills that are making their way through Congress. These changes could have a profound impact on your clients, with many clients already calling to find out what is going on. The bill also has several other significant changes to the tax law, including expanding several taxpayer-friendly laws that were introduced during COVID legislation. This online tax webinar will guide you through all of the proposed changes so you can start tax planning for your clients.

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

This online CPE webinar for professionals like CPAs, CVAs, CMAs, and other tax professionals will cover how the legislation will unfold including several key items to keep our eyes on as the legislation makes its way through Congress.

Learning Objectives

  • To explore the history of the capital gains tax
  • To determine changes to capital gains under the proposed new legislation
  • To determine who will be impacted by the changes in legislation
  • To recognize states that may see an over than 50% tax rate
  • To gain awareness of the less taxed about changes in the proposed law.

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Estate Planners
  • Financial Planner
  • Practice Administrators
  • Qualified Associate Financial Planner
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

4.3

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

RZ

Perfect considering no law has passed as of yet

BW

Great and insightful for what is on the horizon for capital gains.