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.
Format
Webcast
NASBA Field of Study
Taxes
Level
Basic
CPE Credits
2
Instructor
Robert S. Keebler
Availability
3 months
Product Number
WC2963558
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.
- CPAs
- Tax professionals
- Sole practitioners
- Small and medium business owners
- Other qualified professionals
- 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
- 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
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 order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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