Capital Gains Tax Planning Strategies
for 2021 & Beyond!

Capital gains planning is one of the most important skill sets for advisors. President Biden and Congress are expected to increase the capital gain rate from 20% to 39.6% for those individuals earning over $1 million. 2021 may be a critical year for our clients to front-run this potential change and to design and implement strategies to mitigate the 39.6% capital gain tax.

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.  Nationally renowned CPA and tax expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA has put together this important updated presentation entitled, “Managing Capital Gains Tax in 2021 and Beyond”.

During this 91-minute presentation, Bob will cover:

  • Overview of the likely changes including taxation of gains at 39.6%
  • How the “pay tax at the first death” theory impacts life insurance liquidity acquisition
  • Potential changes to the Section 1014 step-up in basis
  • Potential of gain realization at death including the 39.6% rate
  • Potential annual mark-to-market taxation
  • The use of charitable remainder trusts to defer and eliminate capital gains
  • Why you might need to avoid CRTs in 2021
  • The use of §453 installment sales to reduce capital gains and how to elect out of installment sale treatment to accelerate gains
  • The mathematics of recognizing capital gains and running the numbers
  • How to utilize Grantor Charitable Lead Trusts to mitigate capital gains
  • Direct charitable gifts to reduce capital gains
  • Net unrealized appreciation strategies
  • Managing the “0” percent capital gain rates
  • Charitable gifts of appreciated property
  • Opportunity zones to more effectively manage capital gains
  • Using 1031 exchanges to ease capital gains
  • The use of collars, variable forward sales and options to better manage capital gains
  • IRC §1259 collars to trigger or defer capital gains
  • “Short against the box” strategies to choose between recognizing gains in different tax years
  • The impact of no step-up in basis or gain realization at death
  • And much, much more!


All purchasers of this presentation will also receive free access to Leimberg/LeClair/Lackner’s new web-based Capital Gains Harvesting Calculator, which you can access on your computer, tablet or phone to visually show your clients how these capital gains tax strategies may impact them.


Your purchase includes an instantly downloadable MP4 video and audio recording, PDF handout materials, plus access to the web-based Leimberg/LeClair/Lackner Capital Gains Harvesting Calculator module from their infamous NumberCruncher. You get all of this and more for your office for just $149. A PDF transcript is available as an add-on for an additional fee.

  • Program Title: Managing Capital Gains Tax in 2021 and Beyond
  • Speaker:
  • Duration: 91 minutes


Includes: MP4 Video (and Audio) Recording of Presentation plus PDF Handouts and access to the web-based Capital Gains Harvesting Calculator (courtesy of Leimberg/LeClair/Lackner).

NOTE: PDF Transcript available as an add-on for an additional fee during checkout.



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…


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.