The best year-end planning strategies in today's uncertain environment
Start your 2021 year-end planning now! Learn about tips and tools to use before year end to minimize your client's tax liabilities.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
2
Author(s)
Robert S. Keebler
Availability
3 months
Product Number
WC3426259
Year-end planning in the face of uncertainty
Year-end planning in 2021 is shaping up to be one of the most important turning points in decades. Exactly what will happen is unclear, starting to plan now will be the only way to navigate it.
This session will provide ideas, tips and tools to act before year-end to minimize your client's tax liabilities.
Key Topics
- Year-end planning considerations for clients in the face of uncertainty with tax laws
- The proposals that may become law that impact your individual and family clients
Learning Outcome
- Recognize the tax policy proposals relevant to individuals, estates, and trusts.
- Analyze bracket management planning considering historically low rates, the scheduled sunset, and the potential changes.
- Determine the best planning strategies to use with your clients such as gain harvesting, Roth conversions, loss harvesting, and charitable contributions.
- Recognize other planning opportunities such as funding tax-preference accounts, including retirement plans and 529 plans.
- Identify the Section 199A deduction proposed changes and planning.
- Identify year-end estate and gift planning strategies.
Who Will Benefit
- CPAs
- Financial planners
- Tax professionals
- Other qualified professional
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CFP eligible
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