Calendar of Events
Prev MonthPrev Month Next MonthNext Month
CSTC Academy: Summer Symposium Series - Biden Tax Proposals - Planning for Individuals & Business
Tuesday, June 08, 2021, 10:45 AM - 12:25 PM PDT
Category: CSTC Summer Symposium

Biden Tax Proposals - Planning for Individuals & Business
Tuesday, June 8, 2021
10:45 AM to 12:25 PM

Speaker: Jane Ryder, EA, CPA
2 Federal Update Hours
IRS: 18QC1-U-01468-21-O
CTEC: 1000-CE-4867

Course Description:

This course will review and evaluate President Biden's proposed tax changes and help us identify which of our clients may benefit the most and which may feel some pain at tax time. Consideration of the proposed Biden tax plan will help us advise clients regarding some 2021 moves they want to think about for the coming year. Moves, marriages, stocks and other investments, real estate investing, business start up, business sale or investment may all be affected by potential tax changes. Also, identify moves which may make sense as a preemptive strike before some potential tax changes. Get a feel for which provisions are most likely to pass, and which may have little chance of passage this year.

Knowledge Level: Basic

Learning Objectives:

#1: Review potential Biden tax changes for the coming year and the next few years.

#2: Identify which clients we need to engage with for tax planning opportunities and who may see the most benefits and the most cost of the proposed tax changes.

#3: Understand which proposed changes have the greatest likelihood of passage and are the most impactful for businesses, families, investors, students, and retirees. 


Jane Ryder, EA, CPA

Jane Ryder, EA, CPA has been providing tax preparation, accounting services, and tax collection resolution services since 1980. She runs her San Diego CPA firm and writes and speaks on many income tax, business compliance and accounting topics. Jane has a business centric practice, preparing and consulting on tax, accounting, and compliance matters for Corporations, S-corporations, LLC’s, Partnerships, and Trusts. She also specializes in IRS and state agencies collection problems, payment plans, audit representation, audit appeals, offers in compromise, and other compliance related issues. She earned a BS in Business Administration (Accounting) from SDSU and is currently licensed with the California State Board of Accountancy and admitted to practice before the the Internal Revenue Service as an Enrolled Agent.