Now available: purchase a #MarylandCPAProud face mask and support the MACPA Educational Foundation! BUY NOW

Beach Retreat: Biden – Planning Considerations Based Upon Potential Biden Proposals

Description

As a tax professional, you are used to advising clients on tax planning matters. This year is no exception. However, considering all the extraordinary issues that your clients faced in 2020, planning for this will be much more significant. The COVID-19 crisis, financial fluctuations, and the new Biden administration necessitates coordinated financial, tax, and estate client advice. This course will provide integrated planning ideas that will directly affect your client’s 2021 planning needs.

Major Topics
  • 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 the potential for higher tax brackets
  • 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 estate and gift planning ideas
  • Year-end gifting ideas
  • Charitable transaction planning
  • Qualified Opportunity Zone planning
  • Potential changes in IRC §199A and how these changes might affect certain
  • clients
  • Potential changes in the Affordable Care Act
  • Roth conversion ideas
Provider
Werner-Rocca
Course Level
Update
Professional Area of Focus
Tax
CPE Field of Study
Taxes
4
Who Should Attend

CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Instructor(s)
Arthur Werner
Prerequisites

None

Location
LIVE- ONLINE WEBCAST
Event Information
When
Jun 23, 2021
1:00 pm - 4:30 pm EDT
Location
LIVE- ONLINE WEBCAST
Total CPE Credits
4
Format
Live Webcast

MEMBER


$ (% off)
$140.00
Price includes $20 early registration discount(s) - expires 05/25/2021
Price increases to $160.00 on 05/26/2021

NON-MEMBER


$ (% off)
$190.00
Price includes $20 early registration discount(s) - expires 05/25/2021
Price increases to $210.00 on 05/26/2021
Become A Member

Register for this Event

Beach Retreat: Biden – Planning Considerations Based Upon Potential Biden Proposals


Loading
Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×