Estate Tax Planning for a Lower Estate Tax Exemption

4.7 (3)

Robert Keebler, CPA

Keebler & Associates LLP

Tuesday, March 02, 2021 | 11:30 AM EST

  • AFSP
  • CFSA
  • CPA
  • CVA
  • EA
  • Tax Pros
  • PFS
  • TEP
  • CTEC
  • CFE

1 CPE | 1 CE

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPE credit for Certified Financial Services Auditor (CFSA)

1 CPE credit of Maryland Tax Related Subjects for Maryland Tax Preparers

1 CPE credit of Taxes for all CPAs

1 CPD credit (Verifiable) for CPA/PFS

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 Update for Oregon Tax Preparers

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)

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

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

The rate of estate tax policy change will likely increase and it will be affecting quite of bit of your clients. The Democratic Party, based on their prior attempts, will more than likely lower the estate tax exemption, which will bring clients from not having to pay Estate tax to the possibility that they might now have to pay it. In order to help minimize your clients’ estate tax at death, it is crucial to understand what can be done now.

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

This session will provide, ideas, tips, and tools to help plan your client’s estate tax planning. Bob will cover the following and much more:

  • A detailed review of President Biden’s estate tax policy proposals
  • Advanced Roth conversions
  • Urgent estate and gift planning 
  • Reduction of the estate and gift exemption
  • The end of GRATs, IDGTs, and dynasty trusts
  • Drafting strategies in the event of retroactive changes to the gift tax exemption
  • How to plan for carryover basis
  • Changes to the annual exclusion
  • Taxable Gifts
  • Estate inclusion issue
  • The basics and the issues of portability 
  • And Much, Much More!

Learning Objectives

  • To review of President Biden’s estate tax policy proposals along with what has been proposed by the Democratic party in the past
  • To review the basics and issues of Portability – including the deceased spousal unused exclusion amount
  • To review of Estate/Gift Tax Law – current law
  • To discuss detailed breakdown of the Basis of Gifted Property at Death
  • To analyze the calculations for taxable gifts and the Estate Inclusion Issue

Who Should Attend?

  • Tax Attorney
  • Tax Practitioners
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Senior Accountant
  • Tax Managers
  • Accounting Managers
  • Tax Preparer
  • Staff of Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • Tax Professionals

Testimonial

4.7

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