Managing Capital Gains
Regardless who wins the election, capital gains planning will remain one of the most important skill sets for both CPAs and financial advisors. If President Trump wins the election it is very likely that capital gain rates will remain roughly the same. However, if former Vice President Biden wins the election he has promised to increase the capital gain rate from 20% to 39.6% for those individuals earning over $1 million. In the short term, if the Democrats take the White House and the Senate, there will be substantial planning between the election results and the end of the year.
Presenter: Robert S. Keebler, CPA, MST, AEP (Distinguished)
CLE: 1.0 general credit
States Pre-Approved: AR, CA, NJ, NY, OK, PA, VT
(AK, AZ, CT, MO, NH eligible to claim credit)
We will supply you with the information needed to self-apply in other states.
Contact email@example.com for CLE assistance.
WealthCounsel members: This CLE eligible program is complimentary for WealthCounsel members. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.