Managing Capital Gains In 2020 And Beyond

Robert Keebler
10/08/20 4 PM EST
Program Id: 999210747
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October Class Description:
If President Trump wins the election, capital gain rates are likely to remain about the same. However, if former Vice President Joe Biden wins the election, his plan is to increase the capital gain rate from 20% to 39.6% for individuals earning more than $1 million.

The objective of this class is to review the following technical estate, gift, and income tax minimization techniques for advisors to high-income business owners, professionals, and families planning intergenerational wealth transfers.

Should the Democrats win the White House and Senate, clients will need to weigh and act on the long list of tactics below before they expire at the end of the year. And, since the election results may be contested and delayed, professionals owe a duty to clients to be prepared to act swiftly.

• Charitable remainder trusts to defer and eliminate capital gains
• §453 installment sales to reduce capital gains
• how to elect out of installment sale treatment to accelerate gains into 2020
• The math of recognizing capital gains in 2020
• Grantor charitable lead trusts to cut capital gains
• Direct charitable gifts to reduce capital gains
• Opportunity zone investments and reducing capital gains
• Integrating loss harvesting in an overall capital gains strategy
• Using §1031 exchanges to lower capital gains
• Collars, variable forward sales, and options to manage capital gains
• IRC §1259 “choking” collar to trigger capital gains in 2020 or defer gains
• "Short against the box" strategies to choose between recognizing gains in 2020 or 2021

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.

*If you don't see your GoToWebinar registration confirmation, please double-check your email spam/junk folders. The emails come from This email address is being protected from spambots. You need JavaScript enabled to view it..


Covid Crisis Hits Private Wealth
(August 25, 2020)
Coronavirus is cutting a path of economic destruction, transforming the landscape of investing and taxation. The abrupt change in conditions challenges families to act on new risks and opportunities in managing their wealth. 

Families are being hit with a "perfect storm.“ That's what the private wealth client group at the New York law firm of Moses & Singer calls it at this hourlong CE class, which inspired this video for clients of private wealth advisors.   



August 17: 2020 Year-End Tax Planning Will Be An Adventure 
Year-end tax planning is not what you’d normally call adventurous, astounding or even exciting. Due to the the Covid crisis, yearend tax planning is going to be an adventure sport this year. Now's the time to coach your clients and give them a heads-up. August 17: 2020 Year-End Tax Planning Will Be An Adventure

Engaging clients with cartoon characters to communicate complicated concepts is one of the best ways to make tax and financial planning tips for consumers easy to consumer.  

Canned content is derided by some "experts" in SEO, but they don't have a bias and do not know about how content from A4A thought leaders can be optimized and personalized by RIAs, providing ethical SEO to financial advisors.

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)



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.




More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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great - lots of material to digest

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