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Tax Tipping Point
Class Description: 2021 Tax Planning
For Growing Fiduciaries
03/25/21 4 PM EST | Live CPA | Program Id: 460076619 |
Financial Professional Full Employmenr Act of 2021
Real financial professionals are about to become much more important. Tax hikes that are about to be enacted in the next two weeks or so, make technical proficiency more valuable.
Taxes are about to grow more complicated and are urgent.
For A4A members are real financiual professionals who undestand the coming tax changes, 2021 is a game changing event.
Bob Keebler, in last month's CE class, said in a typical swath of 250,000 Americans, three or four dominate the estate tax planning field. He says thay will be swamped in 2021. The demand for estate planning advice advice is about to increase sixfold!
A tax guide was just published for consumers by The Wall Street Journal about 2020 tax rules. Meanwhile, our users for the last few months have learned what to tell clients abiout 2021!
Once the new law is signed, we'll update the March class description.
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.
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.
Managing The Coming Capital Gains Tax Hike
Private wealth clients are likely to be adversely affected by a change in tax laws widely expected after the Covid crisis. Managing capital gains is more important in 2021.
The total tax burden of Americans is low compared to other major economies and fiscal reality makes higher capital gains taxes a virtual certainty.
The window of opportunity to plan for the capital gains tax hike could close in 2021 or 2022.
It’s all explained in this class for CFA, CFP, CIMA, CPA/PFS and other financial fiduciaries advising private wealth clients.
A leading educator of accounting, legal and financial professionals for three over decades, Robert Keebler, CPA/PFS, summarizes what you need to know right now about:
• charitable remainder trusts to defer and eliminate capital gains
• IRC §453 installment sales to reduce capital gains
• electing out of installment sale treatment to accelerate gains
• the math of recognizing capital gains
• how charitable lead trusts cam lower capital gains taxes
• direct charitable gifts to reduce capital gains
• Opportunity Zones
• loss harvesting
• 1031 exchanges
• f collars, variable forward sales, and options
• IRC §1259 "choking" collars
• shorting against the box
Do the math. When you add the Covid relief to outstanding Treasury debt and interest, it comes close to $30 trillion. Fiscal reality is higher taxes are on the way.
Tax policy is a touchy issue but advisors are in a position to show the fiscal facts, as we do in this video combining Fritz Meyer’s slide about the U.S. total tax burden versus other major developed nations with the latest data on the cost of Covid aid and stimulus bills and the U.S balance sheet.
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.