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

Tax Planning Opportunities Under the CARES Act

1 Credit


Subject Area


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-S)

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 Trust and Estate Practitioners (TEPs)

1 CPD credit (Verifiable) for CPA/PFS

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

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

1 CE credit for Certified Senior Advisor (CSA)

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.


  • Legislative Response
    4 mins
  • Total deduction comparison
    13 mins
  • Reduce tax cost of a Roth conversion
    23 mins
  • Facts and ciscumstances
    32 mins
  • Charitable lead trust when to use it
    37 mins

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
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA