2020 Tax Planning Amid Covid Financial Crisis

Robert Keebler
08/06/20 4 PM EST
CFP® Live CPA IWI IRS EA
Program Id: 750964315
9.6
Average Attendee Rating
Poor Average Excellent

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.
 
*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..
 

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
Advisors4Advisors.com. 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.

User reviews

61 reviews

 
(61)
4 stars
 
(0)
3 stars
 
(0)
2 stars
 
(0)
1 star
 
(0)
Rating 
 
 
9.6  (61)
Already have an account? or Create an account
View all reviews View most helpful
Rating 
 
 
10.0
Was this review helpful to you? 
Rating 
 
 
10.0
Was this review helpful to you? 
Rating 
 
 
10.0
Was this review helpful to you? 
Rating 
 
 
10.0

As always, a good intro to more info than can be adequately consumed in a sitting. The webinar surely served its purpose.

Was this review helpful to you? 
Rating 
 
 
10.0
Was this review helpful to you? 
View all user reviews