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Georgia Senate Results and Tax Planning Opportunities
Personal Financial Planning
Webcast

Georgia Senate Results and Tax Planning Opportunities

Whether you’re a financial advisor, CPA or attorney, clients will be looking to you for the best income and estate tax strategies. This webcast will provide you with ideas, tips and tools to minimize your client’s tax liabilities.

Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Taxes

Level

Basic

CPE Credits

2

Author(s)

Robert S. Keebler

Availability

3 months

Product Number

WC2963558

 Business & partner 
Learning Outcomes
  • 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
Key Topics
  • A detailed review of President Biden’s income and estate tax policy proposals – including a checklist of planning ideas
  • 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
Product Details

Tax planning opportunities in light of change

2020 was an unbelievable year we will long remember. Now, 2021 has just begun with the Democrats taking control of Congress and federal tax policy.

Although the current 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 high-net-worth Americans.

Whether you’re a financial advisor, CPA, or attorney, clients will be looking to you for the best income and estate tax strategies. This webcast will provide you with ideas, tips, and tools to minimize your client’s tax liabilities.

Who Will Benefit
  • CPAs
  • Tax professionals
  • Sole practitioners
  • Small and medium business owners
  • Other qualified professionals
Pricing
Do you have an AICPA membership? Log in to apply your member discount.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
More Details
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
None
Access
This is a live event. You will have access on the date/time of broadcast and the archive for 3 months after the broadcast date.
Duration
2 hrs
Speakers
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression". He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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