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Year-End Planning in 2020 Including Planning for a Biden Administration


Cost $20.00
Presentation Length 2.0 hours

Recorded DateOctober 7, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Series: Taxes, 2020 Election
Course Description

The first-half of 2020 was an unbelievable time we will long remember. The unusual events make year-end planning more than routine. However, the second-half of the year may hold even more significance. The election has great implications for our clients given the wide and growing gap in tax policy between the two parties.

Whether you’re a financial advisor, life insurance agent, CPA or attorney, need to advise your clients as to the best course of action for the time remaining in 2020 and into 2021.

This session will provide, ideas, tip and tools to act before year-end to minimize your client’s tax liabilities.

Bob will cover the following and much more:

  • A detailed review of Former Vice President Biden’s Tax Policy Proposals and planning ideas – including a checklist of ideas

  • Bracket management considering: historically low rates, the scheduled sunset, and the potential change under a Biden Administration

  • Gain harvesting to capture a rate advantage

  • The mathematics of loss harvesting

  • Advanced Roth conversions

  • Rethinking itemized deductions

  • Funding tax-preferenced accounts

  • Using 529 Plans for elementary and high school tuition

  • Charitable contributions

  • Opportunity zone investments

  • Section 199A Deduction planning

  • Using trusts to create additional income taxpayers

  • Year-end estate and gift planning

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Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA is a partner with Keebler & Associates, LLP, and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of the National Association of Estate Planners & Councils. CPA Magazine has also named him 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 estate, gift, and income tax examinations and appeals. He has received more than 200 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. Mr. Keebler has been a speaker at national estate planning and tax seminars for over 20 years, including the AICPA’s: Estate Planning, High Income, Advanced Financial Planning Conferences, ABA Conferences, NAPEC Conferences, The Notre Dame Estate Planning Conference, and the Heckerling Estate Planning Institute.

About Our Presenter

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At Keebler & Associates, we are nationally recognized tax professionals in family wealth transfer, estates and retirement distribution planning. We provide tax and estate planning to high net worth individuals and families and educate financial, tax and estate professionals on cutting edge tax strategies.