2021 Tax Planning Continuing Professional Education

Free Covid-19 Resources For Tax And Financial Professionals
Class Description: 2021 Tax Planning 
For Growing Fiduciaries






Robert Keebler
01/21/21 4 PM EST
Program Id: 972586923

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 pending eligibility for one hour of CE credit towards the CIMA® and CPWA® certifications, and it is eligible for 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..



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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