Capital Gains Tax Planning Strategies
for 2024 & Beyond!

Capital gains planning is one of the most important skill sets for advisors. President Biden has previously proposed to increase the capital gain rate from 20% to 39.6% for those individuals earning over $1 million. Similar tax proposals will be an election issue. Moreover, TCJA sunset nearly assures 2025 tax legislation. 2024 may be a critical year for our clients to front-run change and to design and implement other strategies to mitigate the capital gain tax.

This is why you will want to tune into nationally renowned CPA and IRA expert, Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), for a program entitled, “Managing Capital Gains Tax in 2024 and Beyond”.

During this 101-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 2024
  • 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!

Your purchase includes an instantly downloadable MP4 video and audio recording, PDF handout materials. You get all of this and more for your office for just $199. A PDF transcript is available as an add-on for an additional fee.

  • Program Title: Managing Capital Gains Tax in 2024 and Beyond
  • Speaker:
  • Duration: 101 minutes


Includes: PDF handout materials and MP3 audio recording of 86-minute program.  The PDF transcripts may be added for additional fee at checkout

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



Robert S. Keebler

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

Robert S. Keebler, CPA/PFS, 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…


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.