2020 Tax Planning Amid Covid Financial Crisis


2020 Tax Planning Amid Covid Financial Crisis
2020 Tax Planning Amid Covid Financial Crisis
Thu, 6. August 2020, 04:00 PM EST - 05:00 PM EST
Created by:
Andrew Gluck


During the Coronavirus epidemic, Advisors4Advisors is publishing important updates free between CE classes.

July 12: 2020 Roth Conversion Q&A
Roth Conversion is a major tax saving strategy of 2020 for those who take RMDs or about to do so for the first time.

The July 9 class received an average rating of 9.6 on a 10-point scale. At the end of the session, Bob Keebler, CPA/PFS, answered questions from A4A members.  (Read Q&A


2020 Tax Planning Amid Covid Financial Crisis
For affluent and UHNWIs and their advisors, this is a pivotal moment. 
Current economic conditions are characterized by ultra-low interest rates and inflation rates, lower real estate values in big cities, a sharp increase in stock volatility, and a weaker U.S. balance sheet that is likely to force higher tax rates in the years ahead.  At this class, you’ll hear about how to counsel clients on the most common tax strategies designed to be used amid the Covid crisis, including:  
•     Skipping 2020 RMDs 
•     Roth conversions 
•     IRA relocation
•     Installment sales in a low interest rate environment
•     GRATs, SLATs, CRTs, CLATS, & other trusts: who, what, when, and how
•     Naming trusts as IRA beneficiaries after SECURE Act
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, is a partner at Keebler & Associates. Bob has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners and one of the Top 40 Tax Advisors to Know During a Recession.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations and live CPA CPE credit.
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July 9: 2020: Main Street Lending Program Alert For Business Owners
Business owners who were unable to qualify for federal Covid-crisis emergency assistance from the Payment Protection Program (PPP) need to know about the Main Street Lending Program (MSLP).

Enabled by the CARES Act on March 27, 2020, MSLP is administered by the Federal Reserve Board, which is not a normal function of the Fed. MSLP  makes available $600 billion in federal aid to small businesses  that had sound financials before the Covid outbreak. MSLP loans are not forgivable and the program has been met with a tepid reponse from business owners.    

MSLP has been thew subject of considerable buzz in recent weeks, with business owners awaiting details about MSLP loans terms. On June 26, the Fed released this lengthy FAQ, which prompted a video and email campaign educating business owners about latest details on MSLP.   

To learn about our FINRA-reviewed content for financial consumers,contact us.  


June 23, 2020: Covid-19 Tax Break Suspends Required Minimum Distributions

In this period of social distancing, many individuals 65 and older are staying home and their expenses are lower than expected. This has created an unexpected tax break for those who take required minimum distributions – RMDs -- or who are are about to start RMDs.