Post Election Tax Planning

Robert Keebler
11/12/20 4 PM EST
Live CPA
Program Id: 526116763

November 2020 Tax Planning CE Class Description:
The stakes are high, as financial planning, investment and tax practitioners await the results of the election. If Biden wins, a new tax regime will require urgent action. And, if Democrats win the Senate, estate tax planning will instantly become a high priorityto millions of American families.     

The objective of this class is subject to change based on the election results.

Having advising clients on every tax reform since 1982, Robert Keebler, a leading educator of tax professionals three decades, reviews what financial planning and investment professionals must do now about tax situations affecting clients.   

A Biden victory will require urgent action by advisors to shield clients from higher taxes. If Democrats win control of the Senate, which is very possible, even more strategic moves will be advisable. 

The election is likely to usher in a new wave of taxes affecting taxpayers with more than $400,000 of income. In addition, the estate tax exemption will be slashed in half and, Democratic control of the Senate could mean a reversion to the $1.1 million exemption from estate taxes.   



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. 



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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