2021 Year-End Planning Opportunities & Strategies
for the Mass Affluent

The Window of Opportunity is Closing, So You Must ACT NOW!

While Congress is debating how the government will tax the top 1% of the population, estate and tax planning professionals can and should assist the other 99% of clients with their year-end planning, knowing the President’s promise not to raise taxes on families with less than $450,000 of income. In the weeks to come, you and your clients have the ability to implement dozens of strategies that can make a crucial and dramatic difference in their financial lives - - as well as the lives of their loved ones and future generations.

We have turned to nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA for one of the most important and time-sensitive presentations you will want to tune into entitled, “Year-End Planning in 2021 for the Mass Affluent”.

During this 91-minute program, Bob will cover the key strategies and planning opportunities available to your clients including, but not limited to, the following:

• Understanding the current proposals and how they may impact individuals
• Understanding Itemized Deduction Strategies
• Charitable Planning including percentage limitations and related itemized deduction strategies, plus how CRTs will become the leading 2022 strategy for large gains
• The role of donor advised funds for the mass affluent
• Roth IRA Conversion Planning, including:
  • Using the Backdoor Roth Conversion in 2021 (before it vanishes!)
  • Who, what and how much clients should convert
  • What are “micro-conversions” and where do they fit into the overall strategy?
  • Tactical Roth Conversions vs. Strategic Roth Conversions
• How and why 529 College Plans for children and grandchildren are more important than ever and how to implement them!
• Gain and Loss Harvesting Strategies, including gain harvesting for clients in the zero and 15% brackets
• 199A and Net Investment Income Tax Planning Strategies to do before 2021 ends!
• How Oil and Gas Strategies work to reduce taxable income
• Qualified Charitable Distributions in 2021
• Understanding the advanced (and not so advanced) estate planning strategies that should be undertaken between now and enactment including GRATs, SLATs and other powerful techniques
• Pension and Profit-Sharing Strategies
• And much more!

Your purchase includes an instantly downloadable video and audio recording and PDF handout materials. You get all of this for you and everyone in your office for just $149. A PDF transcript is available as an add-on for an additional fee.