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The best year-end planning strategies in today's uncertain environment
Personal Financial Planning

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.

Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Specialized Knowledge



CPE Credits



Robert S. Keebler


3 months

Product Number


 Business & partner 
Product Details

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

PCPS members save 20%:

Login here to obtain the discount code to enter for this event. Not sure your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!

CFP eligible

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.

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at

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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