Multi-year Income Tax Planning in Preparation for the Sunset of TCJA
1.50 Credits
Member Price $94
Non-Member Price $118
Overview
Challenges and impact of TCJA sunset
The sunset of the Tax Cuts and Jobs Act signifies a significant turning point for the income tax code.
As we’ve seen many times in the past, sunset is likely to spur Congress to act.
The webcast will focus on the challenges and economic impact of sunset, so we can:
This event is CFP-eligible.
Highlights
Prerequisites
Basic knowledge of financial planning, retirement planning, estate planning, tax planning, and investment planning
Designed For
Tax professionals who serve individual clients CPA financial planners and other professional financial planners
- Practitioners who provide Tax, retirement, estate, investment, and/@or Risk management planning services
Objectives
- Identify income tax code changes scheduled by statute to occur in 2026, absent action from Congress.
- Determine a framework to prognosticate changes that Congress may enact before sunset.
- Select tax planning ideas to guide clients through the transition.
Leader(s):
Leader Bios
Robert Keebler, Surgent McCoy CPE, LLC
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA 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. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. 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.
Non-Member Price $118
Member Price $94