2021 Year-End Tax Planning Strategies

2021 Year-End Planning, Amid A Tax Policy Turning Point

Year-end tax planning in 2021 occurs concurrent with a turning point in U.S. tax policy. For the first time in 40 years, taxes on income and wealth transfers are headed higher. Exactly what’s about to happen is uncertain, but the changes may be significant and starting to plan now is the smartest way to navigate the complex matrix of possible changes to the Tax Code.

At this class, CFP^®, CPA, and other financial, investment, and tax planning professionals receive tips, tools, and action steps to use before year-end to minimize client tax liabilities, including:

• President Biden’s tax policy – an overview of what is likely to be included in the final legislation
• year-end income tax planning in 2021
• year-end estate and gift planning in 2021
• core Roth conversion concepts to capture a closing window of opportunity
• selling early to avoid higher capital gain rates, and the math driving decisions

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. His three-decades as an educator of tax professionals makes him a once-in-a generation figure in the leadership of the accounting profession.

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.