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| President Biden's Capital Gains and Estate Tax Proposals: The Seismic Shift and Dramatic Impact to Business Owner Exits (1556Q) |
Course CPE: 2 hours
Field(s) of Study: Management Services–2 hrs
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.
Advanced Preparation: None
Delivery Method: QAS Self-Study
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Item
Number: 21EP0622PBCG
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: June 22, 2021
Presenter: John Leonetti
Program Description:
President Biden campaigned on promises to increase taxes on the wealthy. On April 28th of 2021 a Fact Sheet on The American Families Plan was released with additional detail relating to these campaign promises. Of particular note for business owners is the elimination of the capital gains tax rate as well as substantial changes to the current estate tax rates, limits and benefits. These proposed changes will be discussed in detail and potential solutions will be offered to navigate the challenges to owner wealth that lie ahead.
After completing this course, you will be able to:
- Recognize and determine to business owner that state of proposed changes to capital gains and estate taxes
- Identify to business owners how these proposed changes can be incorporated into the overall planning for owner wealth, including potential exits
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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.
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