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American Families Plan Act (The White House On Tax Policy)

American Families Plan Act (The White House On Tax Policy)

1 Credit

$10

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00497-21-S)

1 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0497)

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

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00497-21-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00497-21-S)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Before starting this self study program, please go through the instructional document.

Overview

  • Prior Proposals not mentioned in the fact sheet
    6 mins
  • President Biden's Campaign Tax Policy Proposals
    17 mins
  • Democratic Estate Tax Policy Proposal
    26 mins
  • Introduced Legislation
    32 mins
  • Income Tax Planning Ideas
    41 mins
  • Charitable Remainder Trusts
    45 mins

Course Description

2020 was an unbelievable time we will long remember, and 2021 began with a bang, with the Democrats taking control of Congress and proposing massive changes to federal tax policy. 

Although the crisis may abate in 2021, the momentum for tax policy change will likely only 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 online tax law webinar will provide ideas, tips, and tools to minimize your client’s tax liabilities. This live 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

Learning Objectives

  • To recall President Biden’s income and social security tax policy proposals, including a checklist of planning ideas
  • To identify bracket management considering historically low rates, the scheduled sunset, and the potential rate increases under a Biden Administration
  • To recall capital gain harvesting and how it works to capture a rate advantage with a potential of a 39.6% LTCG rate
  • To determine the importance of the mathematics of loss-harvesting
  • To recall advanced Roth conversions

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Fraud Examiner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

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