Tax Planning Opportunities Under Biden Administration Webcast
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Tax Planning Opportunities Under Biden Administration Webcast

2 months ago · 3 min read

AICPA Webinar Details Tax Planning Opportunities Under Biden Administration and New Congress: Jan 28th @ 1PM ET

  • Tax planning opportunities in light of change

  • CPA financial planner will walk participants through latest income and estate planning strategies

  • Members of the media encouraged to attend

NEW YORK (January 27, 2021) – The priorities of the new administration along with the increasing probability of additional fiscal stimulus from Congress will have tremendous financial planning implications, given the probability of significant tax changes directed towards high-net-worth Americans. For professionals looking to best guide their clients and firm into the future with the latest forward-looking tax and financial planning strategies, the AICPA is offering a Tax Planning Opportunities In Light Of Change Webcast this Thursday, January 28th from 1:00 to 3:00 PM EST. The webcast, offered by AICPA’s Personal Financial Planning Section, features Robert Keebler, CPA/PFS talking through the latest ideas, tips and tools to minimize tax liabilities amidst Democrats taking control of Congress and federal tax policy.

Webcast listeners will learn to:

  • 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 covered include:

  • 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”

  • Urgent estate and gift planning

  • 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 mathematics of loss harvesting

  • Advanced Roth conversions

  • The best charitable contribution strategies

  • Opportunity zone investments

  • Drafting strategies in the event of retroactive changes to the gift tax exemption

  • And more….

WHAT: AICPA Webcast: Georgia Senate Results and Tax Planning Opportunities

WHO: Robert S. Keebler, CPA/PFS, partner with Keebler & Associates, LLP

WHEN: Thursday, January 28th, 2021, 1:00 – 3:00 PM EST

HOW: CPAs, Small and medium business owners, financial advisors, attorneys and other qualified financial professionals can register online here.

Pricing: Varies depending on membership. Details linked here.

Press Registration: For media who wish to attend, please contact Jon Lynch at Jonathan.Lynch@aicpa-cima.com or James Schiavone at James.Schiavone@aicpa-cima.com (please note: advance registration is required).

About the AICPA’s PFP Division
The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs and other professionals who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals, families, and business owners. The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.

CPA financial planners are held to the highest ethical standards and are uniquely able to integrate their extensive knowledge of tax and business planning with all areas of personal financial planning to provide objective and comprehensive guidance for their clients. The AICPA offers the Personal Financial Specialist (PFS) credential exclusively to CPAs who have demonstrated their expertise in personal financial planning through testing, experience and learning.

About the American Institute of CPAs
The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 429,000 members in the United States and worldwide, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for its members and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, builds the pipeline of future talent and drives professional competency development to advance the vitality, relevance and quality of the profession.


Media Contacts:
Jonathan Lynch
212-596-6033
Jonathan.Lynch@aicpa-cima.com

James Schiavone
212-596-6119
James.Schiavone@aicpa-cima.com

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