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

Georgia Senate Results and Tax Planning Opportunities

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
Georgia Senate Results and Tax Planning Opportunities

1.5 Credits

$15

Subject Area

Taxes

Webinar Qualifies For

1.5 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00381-21-O)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0381)

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

1.5 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00381-21-O)

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00381-21-O)

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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 will have tremendous implications for your clients given the likelihood for significant tax changes directed towards wealthy Americans. This CPE webinar would be a detailed review of President Biden’s income and estate tax policy proposals– including a checklist of planning ideas.

MAJOR TOPICS COVERED :

  • 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
  • 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
  • Drafting strategies in the event of retroactive changes to the gift tax exemption
  • How to plan for carryover basis
  • Limitations on GST exempt trusts
  • Changes to valuation adjustments

Learning Objectives

  • Recognize President Biden’s income and estate tax policy proposals
  • Identify planning ideas that are important to consider with your clients
  • Analyze the best income and estate planning strategies

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Maryland Tax Preparers
  • Oregon Tax Preparers

Testimonial

4.6

(26)
62%
35%
4%
0%
0%

GG

A great class, if not exactly aimed at my average clientele!

DM

I love myCPE!

BP

tough topic, boring tax rules. :)