Planning Considerations Based Upon Potential Biden Proposals 2021 (ondemand)

  • Credits: 2
  • Format: OnDemand® Webinar
  • Field of Study: Federal Tax Update
  • Author/Speaker: Art Werner 
*Content Preview
Available Formats:        
Advanced Preparation: None
Experience Level: Overview
Program Prerequisites: General Understanding of Taxation 
Course ID: EWTFM-U-01886-22-O | 6233-CE-0599
Published Date: © Feb 2021


As Tax Professionals, we are used to advising clients on tax planning matters. This year is no exception. However, considering all the extraordinary issues that your clients encountered in 2020 planning for this will be much more significant. The COVID-19 crisis, financial fluctuations, and the new Biden administration necessitate coordinated financial, tax, and estate client advice.

This course will provide integrated planning ideas that will directly affect your client's 2021 planning needs.

Highlights include:
  • An understanding of President Joe Biden's tax policy and proposals
  • An opinion on how Congress will deal with tax changes
  • How certain clients will need to deal with tax changes
  • Retirement planning considerations
  • Income and deduction planning ideas
  • Potential Estate and Gift Tax changes and how to update a client's planning needs
  • Year-end gifting ideas
  • Charitable transaction planning
  • Qualified Opportunity Zone planning
  • Potential changes in IRC Section199A and how these changes might affect certain clients
  • Potential changes in the Affordable Care Act
  • Roth conversion ideas

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Enrolled Agents (EAs)
  • Tax Return Preparers (TRPs)

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship’s: