The Time To Plan For The Tax Wave Of 2021 Is Now

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Tax News And CE For Advisors With Rave Reviews
Class Description: 2021 Tax Planning 
For Growing Fiduciaries

 

 

 

 

 

Robert Keebler
04/22/21 4 PM EST
CFP® Live CPA IWI IRS EA
Program Id: 300967915
9.7
Average Attendee Rating
Poor Average Excellent

The Time To Plan For The Tax Wave Of 2021 Is Now

The tax wave of 2021 is about to hit wealthy Americans. The value of tax planning advice is increasing, and it is more urgent than ever for if you counsel high-income or high net-worth individuals.

This class trains professionals in tax planning moves to make in light of the new tax on more than $400,000 of AGI and estates valued at more than $3.5 million, which is expected to be adopted in mid-April.

The new taxes on high net-worth and high-income individuals may not be enacted at the time of this live class, and the details of the tax hikes may not be known. However, as soon as possible could save some clients a fortune in taxes. This class prepares professionals for the 2021 tax wave by covering:

 A proposal targeting 637 billionaires
President Biden's estate and income tax proposal
Capital gains planning for 2021
 Income tax planning for $400,000-plus earners
 Planning opportunities for doctors, lawyers, business owners

Robert Keebler, CPA/PFS, who has educated of lax and legal professionals for over three decades, has taught this course for personal financial planning professionals, private wealth advisors, wealth managers and investment consultants -- for over a decade, consistently earning rave reviews from attendees. 


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.



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.  

  • A lot went over my head, but enjoyed it nonetheless.
  • A++
  • Always good!
  • Bob is great.
  • The average NW of my client base does not rise to the level of complexity to take advantage of the great recommendation.
  • Excellent as usual. Suggestion on something to add: Please comment on this potential scenario: The cap gains laws get revised (and let's say the outcome was as bad as you anticipated).  Advisors help their clients mitigate the tax costs.  THEN those revised cap gains laws get changed (back) AGAIN.   Because many of the strategies recommended are irrevocable, what liability (if any) do advisors have for implementing actions that can't be taken back?  Are there more strategies that can offer some flexibility?
  • Excellent presentation
  • Excellent, but every attendee should automatically get access to the slides in real time.
  • Good could have gone more into CRT's and IRAs
  • Great
  • Great
  • Great
  • Great & timely info
  • Great.  Frightening.
  • I was still reading the first poll question and thinking about it when the poll question got pulled
  • I also think its absurd that we don’t get the slides.  My preferred learning method is to get them, print them and write notes directly onto them. Can’t do it without slides.  IF I really wanted to, I could probably do screen shots of each slide if I wanted to keep them, but that’s absurd.
  • It was complex.  I need a CRT 101 class. 
  • Loved it! Mr. Keebler's content is always just what I am looking for. Former CPA turned planner...managing a lot of clients and its hard to stay on top of the latest developments and good strategies.
  • So much to cover in an hour.
  • Thanks Bob for helping me be a much better planner with tax planning ideas that my clients wouldn't receive otherwise. 
  • Very informative
  • Very informative!
  • Very knowledgeable and interesting
  • Went a little too quickly for me, but was jam-packed with good info
  • Wow, today Bob hit a home run with his presentation. He covered all the bases nicely, and there was more new material than usual. Some of the "big picture" comments and observations were the most useful and practical of all. Items such as using installment sales, opportunity zones, charitable remainder trusts and the like in order to minimize taxes. Historical references to baby boomers having saved now for 70 years, and the estate tax possibly coming back into the mainstream soon are other examples.

 

 

 

 

 
 

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.

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It was excellent. There is so much to learn and Bob did a great job of giving us the information to prepare us. Thank you.

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Good timing of information

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