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Top 3 Year End Tax Planning Opportunities Under the CARES Act (While They Last)

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Top 3 Year End Tax Planning Opportunities Under the CARES Act (While They Last)

1 Credit

FREE

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-T-00741-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0692)

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

1 PL credit for Chartered Financial Analyst (CFAs)

1 CPD credit (Verifiable) for CPA/PFS

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

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00741-21-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00741-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues

(13)

Nov 29, 2021 | 09:00 AM EST View Details

SOX Internal Controls for Accounts Payable

(8)

Nov 29, 2021 | 09:30 AM EST View Details

Accounting & Tax Implications of Credit Losses

(2)

Nov 29, 2021 | 09:30 AM EST View Details

Investigating and Resolving Sexual Harassment Claims

(147)

Nov 29, 2021 | 09:30 AM EST View Details

Quickbooks for Desktop PC Exploring the Interface - For Beginners

(17)

Nov 29, 2021 | 10:00 AM EST View Details

Excel Accountant: Intro to Spreadsheets In-Depth

(6)

Nov 29, 2021 | 10:00 AM EST View Details

Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing

(11)

Nov 29, 2021 | 10:00 AM EST View Details

Best Overview on Individual Tax Updates Latest (Basic)

(137)

Nov 29, 2021 | 10:00 AM EST View Details

Report Writing Techniques for Audit Professionals

Nov 29, 2021 | 10:00 AM EST View Details

Auditing & Attest Update - Hot Topics For Current Period Audits And Other Attest Services

(1)

Nov 29, 2021 | 10:00 AM EST View Details

Adding Value through Plan Governance: Essential Documents

(121)

Nov 29, 2021 | 10:30 AM EST View Details

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

(126)

Nov 29, 2021 | 11:00 AM EST View Details

Everything You Need to Know About Partnerships

(15)

Nov 29, 2021 | 11:00 AM EST View Details

Employment Branding and YOU!

Nov 29, 2021 | 11:00 AM EST View Details

Effectively Handling CP 2100 letter and B Notices

Nov 29, 2021 | 11:00 AM EST View Details

Course Description

We know this year has been challenging in so many ways—job loss, illness, hybrid schooling, and ongoing uncertainty. Adding taxes to the list, especially in a year with so much change, can feel burdensome and overwhelming.

This CE course can help you sift through your year-end planning and make decisions that improve your financial wellbeing.

The Democratic tax platform is dominating headlines, but it shouldn’t be the only planning focus. Businesses shouldn’t lose sight of the valuable planning opportunities right now under existing tax rules.

Companies should be looking at opportunities to act in anticipation of potential tax changes, including potential reverse tax planning. But that’s only part of the story. It’s just as important to seize on the planning opportunities still available under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, The Consolidated Appropriations Act (CAA), passed in December 2020, extends some of the CARES Act tax provisions through December 31, 2021.

This CPE course focuses on the top three “limited time” charitable giving opportunities for professionals serving high net worth clients to make an impact this tax planning season. This CPE /CE course will take participants through the practical details of likely scenarios and demonstrates the pay-off for clients and their key charitable interests.

Major topics covered in this CPE/CE webinar:

  • Why year end planning is important?
  • What are the top three techniques available only through year end 2021?
  • How to efficiently utilize CARES/CAA provisions for payoffs for clients and their key charitable interests?

Learning Objectives

  • To recognize the tax policy proposals.
  • To determine the best planning to use with your clients.
  • To identify year end planning considerations for clients in the face of uncertainty with tax laws.

Who Should Attend?

  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Financial Planner
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Young CPA

Testimonial

4.5

(290)
54%
39%
7%
0%
0%

RWH

Great much needed information.

CM

This was probably one of the best webinars that I have taken. Most of the webinars have instructors who rush through the material or just don't explain it all that well. These two instructors were great!

KG

Love myCPE, great content provided!

UB

This was very helpful and informative. Great instructors.

EM

tech works great

JC

One of the best webinars I have seen. Kudos to the presenters!