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Getting Ahead of the Biden Administration's Tax Proposals
Tax
Webcast

Getting Ahead of the Biden Administration's Tax Proposals

Learn the critical developments in the Biden administration's tax proposals that you need to be thinking and talking about with clients.

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

Format

Webcast

NASBA Field of Study

Specialized Knowledge

Level

Intermediate

CPE Credits

2

Author(s)

Robert S. Keebler

Availability

3 months

Product Number

WC3192539

 Business & partner 
Product Details

Changes on the horizon

President Biden recently announced his individual tax proposals, which will potentially include a 39.6% long-term capital gain rate, gain realization at death and for gifts, along with significant changes to the estate, gift and GST provisions of the tax law.

Join this webcast to learn:

  • The individual tax changes that may be on the horizon
  • The estate and gift proposals that will have the highest impact on your clients
  • How to plan around the gain realization provisions
  • What to do with the increase in the tax rate to 39.6%
  • How to understand the 21- and 30-year gain rule for existing and new trusts
  • How to use charitable remainder trusts to smooth out income
  • Best planning ideas in 2021, including timing ideas, charitable gifts, harvesting gains and Roth conversions
  • The pros and cons of various planning strategies

Key Topics

  • Tax, estate and charitable planning
  • The reduction in the benefit of itemized deductions, retirement contributions and charitable gifts
  • Potential of market-to-market taxation
  • IRC §453 sales to control capital gains
  • New IRC §6168 payment election
  • Practice management

Learning Outcomes

  • Distinguish the individual tax changes that may be on the horizon.
  • Identify the estate and gift proposals that will have the highest impact on your clients.
  • Determine the gain realization provisions and how to plan around these.
  • Choose the best planning ideas for your clients based on what we know now.
  • Differentiate the pros and cons of various planning strategies.

Who Will Benefit

  • CPAs
  • Financial planners
  • Tax professionals
  • Other qualified professionals

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More Details
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
Prerequisites
Basic knowledge of tax compliance and planning concepts
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
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
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.
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Getting Ahead of the Biden Administration's Tax Proposals
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