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Postelection year-end planning
Personal Financial Planning

Postelection year-end planning

Fresh off the November election, join tax and financial planning expert, Bob Keebler, CPA/PFS, for this webcast as he shares actionable planning ideas you can put into practice to help your clients before the year ends.

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NASBA Field of Study

Specialized Knowledge



CPE Credits



Robert S. Keebler


3 months

Product Number


 Part of Webcast Pass
 Business & partner 
Product Details

Year-end planning and saving opportunities

The election has immense implications given the wide and growing gap in tax policy between the two parties. This year, more than any in recent memory, provides an opportunity to capture savings via year-end planning.

This webcast will cover the most relevant planning topics based on the results of the November election. Topics may include:

  • Biden’s tax policies and proposals, should he prevail in the election
  • Bracket management considering historically low tax rates, the scheduled sunset, and the potential tax policy changes
  • Gain harvesting to capture a rate advantage
  • The mathematics of loss harvesting
  • Advanced Roth conversions
  • Rethinking itemized deductions
  • Funding tax-preferenced accounts
  • Using 529 Plans for elementary and high school tuition
  • Charitable contributions
  • Opportunity zone investments
  • Section 199A deduction planning
  • Using trusts to create additional income taxpayers
  • Year-end estate and gift planning
Who Will Benefit
  • Interested members of the public
  • CPAs
  • Financial planners
  • Tax professionals
  • Other qualified professionals
Key Topics
  • Post-election planning for individuals
  • Year-end planning strategies for individuals
Learning Outcomes
  • Recognize Biden’s tax policy and proposals should he prevail in the election
  • Identify planning ideas that are important to consider with your clients considering the election results
  • Analyze planning strategies that are important to act on prior to year-end
More Details
NASBA Field of Study
Specialized Knowledge
Basic knowledge of tax compliance and planning concepts
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
2 hrs
Do you have an AICPA membership? Log in to apply your member discount.

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2 to 5 registrants

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6+ registrants

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Contact us
Robert S. Keebler
CPA/PFS, MST, AEP (Distinguished)
Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planners & Councils. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of "first impression". He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation. The latest book Robert has co-authored: 2012 Estate Planning – Tax Planning Steps to Take Now, is now available in both electronic and paper back format. Mr. Keebler has recently been quoted in The New York Times in an article titled: "The 1040 Blues" where he provided insight on capital gains tax.

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