Terrific Tax Planning Ideas of 2021: Considering Anticipated Changes in the Law Under a New Administration (scheduled)

  • Credits: 2
  • Format: Scheduled Webinar
  • Field of Study: Federal Tax Law
  • Author/Speaker: Art Werner | Anthony Rocca
Course ID: Advanced Preparation: Experience Level:
EWTFM-T-01805-21-O | 6233-CE-0525 None Intermediate
Published Date: Program Prerequisites: Other Course Formats:
© July 2021 Basic Understanding of Taxation, Financial Planning, Estate Planning Video | Audio | OnDemand Webinar

It appears that there will be a multitude of tax law changes in 2021. Practitioners need to be aware of any potential changes so that they may advise their clients accordingly. Now is the time to contemplate potential changes as well as develop strategies so that your client can successfully deal with these potential changes in the law. This course provides the practitioner with ideas to help a client “roll with the punches”!

Topics include:
  • Income shifting strategies
  • Installment sale strategies
  • Proper use of an ESBT
  • Proper use of a QSST
  • Strategy changes using a Charitable Remainder Trust
  • Strategy changes using a Charitable Lead Trust
  • Strategy changes using a Family Limited Partnership
  • Qualified Small Business Trust issues
  • Portability issues
  • GST issues
  • Strategy changes using a GRAT
  • Strategy changes using an Intentionally Defective Grantor Trust (IDGT)
  • Strategy changes using a Domestic Asset Protection Trust


Learning Objectives:

After reading the course material, you will be able to:

  • At the end of this course, the student will be able to both understand potential tax law changes and be able to assist a client in creating successful strategies to deal with such potential changes


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


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