Free Covid-19 Resources For Tax And Financial Professionals
Two Risks Amid The Boom: Black Swans And Taxes
Tax News And CE For Advisors With Rave Reviews
Tax Tipping Point
Class Description: 2021 Tax Planning
For Growing Fiduciaries
04/22/21 4 PM EST | CFP® Live CPA IRS EA | Program Id: 300967915 |
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 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.
Two Risks Amid The Boom: Black Swans And Taxes
The economy is recovering faster than expected and stocks keep repeatedly breaking records. What could go wrong? Plenty!
Black swan events are always a risk. You can plan for them, though, they are never expected.
The other big risk is known. It's imminent and just as devastating financially: taxes.
Financial Professional Full Employment Act of 2021
Real financial professionals are about to become much more important. Tax hikes that will be enacted in 2021 make technical proficiency more valuable. Taxes are about to grow more complicated and are urgent.
Bob Keebler, in last month's CE class, said in a typical swath of 250,000 Americans, three or four professionals dominate the estate tax planning field. This is not hard data and carefully crafted forecast, but it is an estimate by one of the nation's leading educators of tax planning. It's something he knows from experience.
He says the three of four top tax professionals in your community will be swamped in late 2021. By Bob's calculus, the demand for estate planning advice advice is about to increase six-fold! To be clear, the number of families that will be affected by the coming estate tax changes will mean the estate tax will affect millions more families and expand the target market of tax planners.
A tax guide was just published for consumers by The Wall Street Journal about 2020 tax rules. Meanwhile, A4A members for many months have learned what to tell clients about 2021!
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.
Want to boost your local search-engine ranking with thought leadership from Fritz Meyer, Bob Keebler, and Craig Israelsen?