Virtual Meeting - Year-End Planning in 2020 – Including Planning for a Biden Administration
Pinellas County Estate Planning Council & Suncoast Estate Planning Council are Proud to Present:
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
- Advanced Roth conversions
- Funding tax-preferenced accounts
- Using 529 Plans for elementary and high school tuition
- Charitable contributions
- Using trusts to create additional income taxpayers
- Year-end estate and gift planning
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 Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 250 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 25 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 and is the immediate past chair of the AICPA’s Advanced Estate Planning Conference.