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    15 Strategies for 2013 Year-End Tax Planning

    Article Robert Keebler discusses the effect of different tac rates on wealth accumulation.
    Published on February 03, 2014

    PFP Tax News

    News The AICPA PFP Division works with the AICPA Congressional Affairs Team to ensure that issues impacting CPA financial planners are monitored and acted upon as needed.
    Published on April 08, 2015

    Charitable Remainder Trusts - Audio

    Audio Used to harbor net investment income in a tax-exempt environment while at the same time leveling income over a longer period of time.
    Published on November 13, 2013

    Charitable Remainder Trusts - Handout

    Presentation Used to harbor net investment income in a tax-exempt environment while at the same time leveling income over a longer period of time in order to keep MAGI below the applicable threshold amount, thereby avoiding the NIIT.
    Published on November 13, 2013

    Applying the 3.8% Surtax Chart

    Tools The following chart from Bob Keebler to individuals, charitable remainder trusts, and charitable lead trusts
    Published on February 03, 2014

    Part I Charitable Giving The Latest Trends and Strategies - Outline

    Presentation In this presentation the role of charitable planning, especially the use of charitable remainder trusts, in this environment is discussed
    Published on August 15, 2014

    Part 1 Charitable Giving The Latest Trends and Strategies

    Presentation In this presentation the role of charitable planning, especially the use of charitable remainder trusts, in this environment is discussed
    Published on August 15, 2014

    Compliance and Planning Issues with the 3.8% Medicare Surtax

    Webcast In this web seminar, leading experts Bob Keebler and David Kirk will discuss the new 3.8% Medicare surtax now (2013) applies.
    Published on April 24, 2013

    The CPAs Guide to Financial and Estate Planning

    Webcast Archive Steve Siegel ties in the latest PFP Section benefit, The CPA’s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.
    Published on March 12, 2015

    Advanced PFP Series Planning for Large IRAs

    Webcast Bob Keebler discusses advanced strategies for planning around large IRAs.
    Published on March 12, 2015

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