Tax Policy in 2025 – TCJA Sunset Legislation
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Please note: SPEAKER IS VIRTUAL Lunch is still planned at the club with watching the speaker virtually.
Tax Policy in 2025 – TCJA Sunset Legislation
Register Now! (When registering please be sure to complete the questions about CE. For CFP and CPE please provide your numbers in order to receive credit)
Date: Monday, November 18, 2024
Time: 12:00pm – 1:15pm (Speaker is virtual)
Location: Saint Louis Club 7676 Forsyth Blvd., Clayton, MO 63105
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished)
About the presentation: At year-end 2025, many provisions of the Tax Cuts and Jobs Act sunset. This is massively significant for taxpayers. Although the relative amount varies, most will face a significant tax increase.
For estate planning practitioners, the most significant item to sunset is the “double” Basic Exclusion Amount. The most significant proposals circulating would eliminate the basis adjustment at death, modify the estate tax structure in general and limit the available planning techniques.
The political consensus seems to be that at least some of the tax cuts enacted in 2018 should remain in place. However, there is much room for disagreement regarding the details and the appropriate burden for high earners. Undoubtedly, new ideas will be part of the discussion as well and practitioners will have plenty to learn.
Preventing TJCA sunset and a revision to 2017 law will require legislation and complicated political negotiations. Throughout 2025, we can expect a steady stream of proposals and ideas. Planning for clients may be difficult.
This course will preview the ideas currently being discussed and how we can best help clients.
CPA's - CPE Credit Note: In order to be awarded the full credits, you must be responding to three out of the four polling questions asked during the program on ZOOM.
Continuing Education
EPCSTL has requested approval for continuing education in the following areas: CLE, CPE, CFP. CTFA has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees."
CPE Information for CPAs
The sponsor assures that the program content and program level is appropriate for the intended participants.
CPE learning objectives:
- Understand the changes scheduled by statute to occur year-end 2025.
- Understand the legislative proposals and how to help clients.
The sponsor assures that the program content and program level is appropriate for the intended participants.
Participants will earn 1 CPE credit.
Field of Study: Specialized Knowledge
Additional Information:
Delivery Method: Group Live/Group Internet Based
Program Level: Basic
Pre-requisite: NONE
Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics?
Refunds and Cancellations: All attendees are required to register in advance. If you reserve and are unable to attend, please cancel your reservation at least three working days in advance of the meeting to receive a refund or a credit for a future meeting. For more information regarding refund, complaint, and/or program cancellation policies please contact our offices at 314-520-3564.
Estate Planning Council of St. Louis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
National Registry of CPE Sponsors Number 109467
CTFA
CTFA 1.25 CE credit
CFP learning objectives
- Understand the changes scheduled by statute to occur year-end 2025.
- Understand the legislative proposals and how to help clients.
About the speaker:
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
Robert is a partner with Keebler & Associates, LLP and the current chairman of the AICPA Advanced Estate Planning Conference. In 2007 he was inducted into the Estate Planning Hall of Fame of National Association of Estate Planners & Councils. He has also 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 200 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 20 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.
