2021 Tax Planning Continuing Professional Education

Tax News And CE For Advisors With Rave Reviews
Remember when tax simplification was a thing? Remember when tax reform meant fewer rules and less paperwork? Forget about all of that!  Fiscal pressure and Democrat control of the House, Senate, and Executive branches makes a slew of new tax laws -- then new regulations -- a virtual certainty. Tax hikes are going to slam high-income and high net worth individuals, aka advisor clients. 

No one knows exactly which taxes are going up or how much. However, we do know what’s likely. By “we,” I mean A4A’s tax guru since 2009, Bob Keebler, CPA/PFS. 

At this class, Bob gives advisors what they need to know now about income, estate and gift tax changes likely to be adopted and tells what advisors to do about them now -- before it's too late.

Advisors who attend our classes are independent professionals, tax and financial planners who are CFA, CFP, and CPA/PFS professionals. It's the most educated, opinionated, and ornery segment in retail financial services.       

The rave reviews from advisors for this 1 CPE credit tax class (1 CE credit for CFP professionals on replays 24/7) validate A4A’s success in providing an authoritative news source to financial planning and investment advisors. 

At times like these, when information provides a competitive advantage, A4A remains a unique solution for news and professional education because it is transparent, member supported, objective. It's just the facts and analysis needed to practice professionally.    

• Keebler did an awesome job as always.
• Very timely and informative.
• Excellent! Thank You!!
• Very good. Bob did a great job providing the big picture of the impending tax law changes.
• Very timely. These type of presentations and learning sessions will be very important this year!! Thank you and Bob for bringing this to us early in the new year !!
• Could have been clearer on WHO will be impacted by the changes. For example, much of the discussion around CRTs are (probably, if I understood correctly) only applicable for people that have estates over (after a reduction) $3.5Million. An asset level above those of most clients, and for those near that level (say at around $4million), the better strategy would be to aggressively make donations under the annual limit (i.e. Non-reported)
• Good
• It's apparent that Bob and other CPAs and tax planning professionals are about to become very busy devising ways to get around some of the more onerous provisions about to be passed into law targeting the high net worth clients that many advisors serve. It seems as though we are going to have to conduct many more of these webinars as things unfold. Many of Bob's points were right on, and Bob is cautious in the sense that we should plan for the worst, even if the final outcome is milder than expected. Thanks
• Very informative. For future webinars please begin at the stated time 4:00 and not 4:15 - get tech straightened out beforehand; thanks!
• Mediocre - he repeats himself too much, and also rushes thru too many slides
• Fantastic
• Bob is terrific!
• Great as usual.
• Excellent review of tax planning for 2021
• Fantastic
• Really good. We need to do it again in smaller bites.
• Too much covered in too little time
• Fast and furious. Well done, again.
• Excellent
• Excellent (as always) and great information for advising clients.
• Great, but could have been longer. That was a lot to cover.
• Keebler is usually closer to a "9.5" on average. However, it's hard to forecast how this will shake out this year. I had trouble moving between current law and practice and what might happen (probabilities). Bring him back on the subjects in October.
• So useful and relevant
• Great and timely information that could be very useful with the right clientele.
• How do I get the slides from presentation?
• Excellent
• Great - hope to see another one soon to cover more detail and reinforce what he covered this time.
• In a tax environment that is in flux, very valuable information.
• Meaty and informative
• Went really fast. Should have probably been a 2 hour course.
• Perfect
• Good stuff. I think the election outcome would've been different if most people understood what their vote meant!
• A+++
• Great
• Robert is so knowledgeable and thinks from all diff perspectives. I am cannot stop listening and learning from him.
• Wonderful and TIMELY
• Excellent as always
• Very good, thanks!
• I think too much was packed into too little a time but at least I got an overview.
• Great, thanks Bob and Andy!
• Good
• Good job
• Bob Keebler is always excellent!
• As was mentioned, it's like drinking out of a fire hose, so I'm glad that the webcast is available for replay.
• Good
• Very informative!

Tax Tipping Point

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.

CE Class: 2021 Tax Planning Continuing Professional Education

With Democrats now controlling Congress, higher federal income and wealth-transfer taxes are certain to be enacted in 2021, concurrent with government tax incentives to individuals and businesses taking effect. It’s a whole new ballgame for tax and financial advisors.

High income earners and high net-worth individuals who rely on professional advice are the targets of the coming tax hikes, raising the value of professional tax and financial planning advice. Some of the hikes will be retroactive to January 1, while others will not become effective until January 1, 2022. This class covers:

• proposed tax increases likely to be enacted
• retroactive changes to the gift tax exemption
• likely postponement of April 15, 2021 income tax deadline
• planning for estates subject to tax under Biden's plan
• tax-bracket management
• Roth conversions in 2021
• harvesting capital gains
• charitable remainder trusts
• charitable contributions
• itemized deductions
• opportunity zone investments
• intrafamily loans, installment sales and other transfer tactics
• changes in strategies using trusts
• first- and second- PPP loans
• the second round of EIDL loans

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.


 

 Bob Keebler's Preliminary 10-Minute Tax Analysis After Biden Is Elected
On Thursday, in a one-hour CE class, A4A members get a full one-hour CPE class from A4A's beloved tax educator, Robert Keebler, CPA/PFS.   

In the meantime, because this is "breaking news" for professionals, here's a 10-minute interview in which Bob goes over the D.C. political situation and the urgent tax move to make in this unusual end to the 2020 tax-year, a year-end tax planning season like no other. 

With all eyes on the January 5, 2021 Senate runoffs in Georgia, Bob says the odds are against Dems winning both Senate races in Georgia and controlling the Senate. Georgia voters are probably split about 50-50 on both Senate races. That's clear from the Presidential election results. That gives the Dems only a 25% chance winning both runoffs and gaining control of the Senate.

This interview was conducted Friday, Nov. 6 at 430 p.m. EDT and Bob answers questions about estate planning as well as skipping RMDs, intrafamily loans, installment sales, the possible payroll tax hike, and other items in limbo.       

Uncertainty about tax policy is high, and the stakes are high, too. Estate taxes may suddenly be levied on millions of families, and expansion of the payroll tax to high-income earners is also in the mix. Since we may be at a tipping point in tax policy, Advisors4Advisors is expanding tax coverage to update members on year-end planning and the fate of the Senate. 

A4A fans will be pleased to see Bob's face and grace under pressure-filled questioning.

Send questions for Bob's next class to This email address is being protected from spambots. You need JavaScript enabled to view it..