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Class Description: 2021 Tax Planning
For Growing Fiduciaries
The Time To Plan For The Tax Wave Of 2021 Is Now
The tax wave of 2021 is about to hit wealthy Americans. The value of tax planning advice is increasing, and it is more urgent than ever for if you counsel high-income or high net-worth individuals.
This class trains professionals in tax planning moves to make in light of the new tax on more than $400,000 of AGI and estates valued at more than $3.5 million, which is expected to be adopted in mid-April.
The new taxes on high net-worth and high-income individuals may not be enacted at the time of this live class, and the details of the tax hikes may not be known. However, as soon as possible could save some clients a fortune in taxes. This class prepares professionals for the 2021 tax wave by covering:
• A proposal targeting 637 billionaires
• President Biden's estate and income tax proposal
• Capital gains planning for 2021
• Income tax planning for $400,000-plus earners
• Planning opportunities for doctors, lawyers, business owners
Robert Keebler, CPA/PFS, who has educated of lax and legal professionals for over three decades, has taught this course for personal financial planning professionals, private wealth advisors, wealth managers and investment consultants -- for over a decade, consistently earning rave reviews from attendees.
This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, and live CPA CPE credit.
The Coming Tax Hikes Are A Monstrous Opportunity For A4A Members
Not to distract from the 9.7 rating out of 10, near the end of this class Bob Keebler addressed the return of the estate tax planning monster.
Bob cited statistics indicating a 600% increase in estates that will become taxable in the next week or two, after the new tax regime is enacted.
Reviews of this important session for advisors are below. Sign up for $10 a month for 24/7 CE credit and learn to slay the tax dragon.
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It was excellent. There is so much to learn and Bob did a great job of giving us the information to prepare us. Thank you.
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Good timing of information
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Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
-- CE badges
-- Classes added when S&P 500 corrects 10% and in times of crisis
-- CE aligned with FINRA-reviewed content from Advisor Products
-- earn and maintain Certified Financial Counselor™ certificate