Tax Planning

    Tax Planning 

    Income tax planning has implications in all areas of personal financial planning. Whether your clients are looking into accumulating funds for retirement, purchasing insurance, choosing among alternative investments or almost any other financial inquiry, they will invariably ask: "What are the tax consequences?"

    Find out more about income tax planning in the context of personal financial planning.  

    Download a checklist developed by leading CPA financial planners to find personal financial planning opportunities in your practice. 

     

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    Planning for Same Sex Couples

    Article As a result of the Defense of Marriage Act, and ongoing changes in many states allowing same sex marriages, the preparation of a sound and integrated financial plan has become more complex.
    Published on April 16, 2014

    Interview with David Kirk and Adrienne Mikolashek (Slides)

    Presentation Bob Keebler interviews David Kirk and Adrienne Mikolashek to help members understand the new Form 8960, Net Investment Income Tax for Individuals, Estates, and Trusts and the draft instructions.
    Published on April 11, 2014

    Interview with David Kirk and Adrienne Mikolashek (Audio)

    Audio Bob Keebler interviews David Kirk and Adrienne Mikolashek to help members understand the new Form 8960, Net Investment Income Tax for Individuals, Estates, and Trusts and the draft instructions.
    Published on April 11, 2014

    Tax Planning

    Overview Income Tax Planning has implications in all areas of Personal Financial Planning. Find out more about Income Tax Planning in the context of Personal Financial Planning.
    Published on April 11, 2014

    Tax Season Resources

    Overview Obtain access to Personal Financial Planning Section resources that relate to tax planning.
    Published on April 03, 2014

    Tax Planning

    Overview Find out more about the tax planning services you can offer to provide peace of mind for your clients.
    Published on April 03, 2014

    7216 Guide and Sample Consent Forms

    Guide Section 7216 Consent Forms Practice Guide for use by tax practitioners.
    Published on April 03, 2014

    Bracket Management Chart

    Tools Bracket Management Chart illustrates 15 impactful bracket management ideas.
    Published on April 01, 2014

    Personal Financial Outlook

    Checklist Use this checklist as a starting point to summarize a client’s financial situation and identify important issues and opportunities for planning.
    Published on April 01, 2014

    Top 10 Planning Ideas

    Tools A Robert Keebler chart on top 10 planning ideas.
    Published on March 31, 2014

    3.8% Healthcare Surtax Checklist for Individuals

    Checklist Use this checklist to address 3.8% Medicare surtax issues and planning strategies for individuals.
    Published on January 29, 2014

    3.8% Healthcare Surtax Checklist for Estates and Trusts

    Checklist Use this checklist to address 3.8% Medicare surtax issues and planning strategies for trusts and estates.
    Published on January 29, 2014

    Capital Gains Harvesting Chart

    Tools The Capital Gains Harvesting Chart from Bob Keebler helps practitioners determine if this time sensitive strategy makes sense for their clients.
    Published on January 27, 2014

    Generation Skipping Transfer Tax Chart

    Tools This chart from Bob Keebler provides an overview of generation skipping transfer tax issues, the use of the Dynasty Trust, and automatic allocation rules.
    Published on January 21, 2014

    Tax Asset Buckets

    Presentation Leading experts Bob Keebler and Mel Schwarz will help you keep up and stay ahead through this in-depth web seminar discussing: A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff; The impact on your clients and their estates, taxes, and financial
    Published on January 21, 2014

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