Income Tax Planning Opportunities In 2021, A Year Of Transition; Robert Keebler, May 2021 CE Class

Robert Keebler
05/20/21 4 PM EST
CFP® Live CPA IWI IRS EA
Program Id: 604696739
9.6
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After The CE Class About Income Taxation Planning For UHNWIs
With a rating of 9.6 out 10, this class will give financial professionals what they need to know about the income tax planning opportunities in 2021, a year of transition in tax regimes. Member just click "Replay" if you're logged in. 

Bob Keebler's focus on five income tax planning strategies for high-income and ultra-high net-worth individuals is as timely as it is detailed. This class is core knowledge for a professional in 2021. Even if you do not sit for the full session to get CE credit by taking the quiz that follows the class, this session is strongly recommended if you're advising taxpayers in the top 1% income percentile.

Bob Keebler's monthly tax and financial planning course has been sponsored by A4A monthly since July 2012. It's a core element of our curriculum designed to help a small but elite group of professionals learn, implement and improve. 

A4A's curriculum is designed for investment, tax, and financial planning professionals who hold a CFA, CFP, CIMA, or CPA designation. It's targeted to fiduciaries providing low-expense portfolios using a diversified core portfolio and add alpha by providing specialized investment advice, as well as tax and financial planning services for a fee. Bob Keebler's contribution to A4A and his trust is appreciated.  

 

Inflation Scare Undermining Stock Prices Highlights Growing Role Of Market Psychology

Since the runaway inflation of the 1970s, inflation fears steadily subsided in the 1980s, 90s and aughts, and inflation was almost non-existent for the past 10 years. With lower inflation expectations deeply ingrained in the American consumer’s psyche for the past four decades, the Fed now expects the current spike in inflation won’t last.

The U.S. has not experienced acute inflation fear in decades, long before the advent of behavioral economics. In this cycle of inflation, market psychology will measure how deeply low-inflation expectations are ingrained in the consumer’s psyche for the first-time.

 

 

Tax Fairness, A Hot Potato For Advisors, Summarized Apolitically

 

Tax fairness is a difficult issue. Are President Biden's proposed tax hikes fair? 

As a thought leader on tax and financial planning in your community, you need to weigh in on this important issue without wading into politics. 

This video for advisor clients strikes the right chord; it works no matter an advisor's or client’s political views. 

Giving clients context for understanding the first reversal in U.S. tax policy since the election of President Reagan. this video from Advisor Products utilizes Fritz Meyer’s fact set to enable your clients and contacts to make their own judgment about tax fairness, positioning a professional above the political fray.

  

Income Tax Planning Opportunities In 2021, A Year Of Transition; Robert Keebler, May 2021, CE Credit

Every year we must refresh our planning toolkit to accommodate changes and new opportunities. The 2021 to 2022 transition may be particularly sharp and therefore offer significant planning opportunities.

At this session, Robert Keebler will cover five of the very best income tax ideas to discuss with your clients before year-end:

• Bracket management strategies
• Capital gain harvesting
• Substantial sale CRT
• Two-year Installment Sale
• Roth IRA Conversions


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.


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.

 

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.

 

 

 

 

 

 
 

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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Bob Keebler is a fantastic resource.

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Excellent!

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