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Multi-year Income Tax Planning in Preparation for the Sunset of TCJA
Personal Financial Planning
Webcast

Multi-year Income Tax Planning in Preparation for the Sunset of TCJA

The rewards for planning ahead of the TCJA sunset are enormous. This webcast will focus on multi-year income tax planning to get the best results for your clients.

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

Format

Webcast

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

1.5

Instructor

Robert S. Keebler

Availability

3 months

Product Number

WC4715721

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 Business & partner 
Product Details

Challenges and impact of TCJA sunset

The sunset of the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code.

As we’ve seen many times in the past, sunset is likely to spur Congress to act.

The webcast will focus on the challenges and economic impact of sunset, so we can:

  • Better understand what reforms may be enacted in late 2025
  • How to advise clients in 2024

This event is CFP-eligible.

Key Topics

  • Planning for individual clients as we head into the sunset of TCJA
  • Tax planning ideas to guide clients through the transition

Learning Outcomes

  • Identify income tax code changes scheduled by statute to occur in 2026, absent action from Congress.
  • Determine a framework to prognosticate changes that Congress may enact before sunset.
  • Select tax planning ideas to guide clients through the transition.

Who Will Benefit

  • Tax professionals who serve individual clients
  • CPA financial planners and other professional financial planners
  • Practitioners who provide tax, retirement, estate, investment, and/or risk management planning services

PCPS members save 20%:

A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here.

Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

More Details
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1 hr 30 mins
Pricing
Do you have an AICPA or CIMA 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. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

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.
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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