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Capital Gains Tax Planning Strategies
for 2021 & Beyond!

With President-Elect Joe Biden winning the election and the Democrats having control of both the Senate and the House, managing capital gains will be imperative.

President-Elect Biden and Democrats have promised to increase the capital gains rate from 20% to 39.6% for those individuals earning over $1 million. Because the Democrats will have majority within the Senate and the House, the promise of increasing the capital gains rate seems likely.

Whether you’re a CPA, financial advisor or attorney, it is imperative that you fully understand the impact on this to your clients and the tax planning strategies that you recommend to your clients. Be sure to join us and nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA  for a timely and much-needed presentation entitled, “Managing Capital Gains Tax in 2021 and Beyond”.

During this 90-minute presentation, Bob will cover:

  • How to utilize the following strategies to reduce, defer, and eliminate capital gains taxes
    o Charitable Remainder Trusts
    o Installment Sales
    o Grantor Charitable Lead Trusts
    o Direct Charitable Gifts
    o Integrating Loss Harvesting
    o 1031 Exchanges
  • The mathematics of recognizing capital gains in 2021
  • How to elect out of installment sale treatment to accelerate gains into 2021
  • The opportunity zones to more effectively manage capital gains
  • The use of collars, variable forward sales and options to better manage capital gains
  • The “choking” collar to trigger capital gains in 2020 or defer to a future date
  • What “Short against the box” strategies can be used to choose between recognizing gains in 2020 or 2021
  • The impact of no step-up in basis or gain realization at death
  • And much, much more!

Your purchase includes: Downloadable PDF handout materials and MP3 audio recording. A PDF transcript may be added on for an additional fee during the checkout process.

  • Program Title: Managing Capital Gains Tax in 2021 and Beyond
  • Speaker:
  • Duration: 90 minutes

Purchase

IMMEDIATE ACCESS!

Includes: Download of PDF handout materials and MP3 audio recording.

SKU RSK011921ODP

ABOUT THE SPEAKER

Robert S. Keebler

CPA/PFS, MST, AEP (Distinguished), CGMA
Robert S. Keebler

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 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 Planning Counsels. 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. Mr. Keebler is the past Editor-in-Chief of CCH’s magazine, Journal of Retirement Planning, and a member of CCH’s Financial and Estate Planning Advisory Board. His practice includes family wealth transfer…

IMPORTANT NOTICE REGARDING CE CREDIT

The Ultimate Estate Planner, Inc. and the presenter are not registered Continuing Education Sponsors and this program is not pre-approved for continuing education credit for any state or regulatory agency.

However, please note that each program includes a Certificate of Completion and, depending on the license and the regulatory agency for which governs a participant’s CE credit, some professionals may be able to self-report his or her participation and receive credit. It is the responsibility of the participant to complete any process necessary to seek self-reported CE credit for his or her participation. By registering for a teleconference (or purchasing on On-Demand program), you understand that CE credit is not guaranteed or warranted by the presenter or The Ultimate Estate Planner, Inc.