2021 Year-End Tax Planning Strategies

Robert Keebler
09/23/21 4 PM EST
Live CPA IWI
Program Id: 790546003

2021 Year-End Planning, Amid A Tax Policy Turning Point

Year-end tax planning in 2021 occurs concurrent with a turning point in U.S. tax policy. For the first time in 40 years, taxes on income and wealth transfers are headed higher. Exactly what’s about to happen is uncertain, but the changes may be significant and starting to plan now is the smartest way to navigate the complex matrix of possible changes to the Tax Code.

At this class, CFP®, CPA, and other financial, investment, and tax planning professionals receive tips, tools, and action steps to use before year-end to minimize client tax liabilities, including:

• President Biden’s tax policy – an overview of what is likely to be included in the final legislation
• year-end income tax planning in 2021
• year-end estate and gift planning in 2021
• core Roth conversion concepts to capture a closing window of opportunity
• selling early to avoid higher capital gain rates, and the math driving decisions

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.

This webinar is pending eligibility for one hour of IRS EA CE, CFP® CE and PACE credit toward the CLU® and ChFC® designations, and it is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications, and live CPA CPE credit.


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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