Tax Reform: An Overview And Summary Of What Advisors Must Focus On Now

What could be more challenging than helping clients navigate the SECURE Act and coronavirus-relief programs in 2020? The answer: tax and financial planning in 2021. 2021 tax reform may be more consequential than in 2020 for many advisor clients.

This session provides an overview of the changes and planning ideas based on recent and pending tax reforms, including changes to estate as well as income tax, including:
• social spending through the tax code
• the taxation of business income
• itemized deductions
• Social security and Medicaid taxes
• retirement accounts

This class reviews the following key strategies:
• harvesting capital gains to reduce exposure to higher rates in the future
• Roth Conversions for tax bracket arbitrage, estate tax minimization and other concerns
• planning for the taxation of unrealized gains
• gifting and rules on the step-up in basis
• year-end planning to capture fleeting opportunities


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 Taxes and Regulations CE credit towards the CIMA® and CPWA® certifications, IRS EA CE, CFP® CE, PACE credit toward the CLU® and ChFC® designations, and it is  and live CPA CPE credit.