Podcast: Tax Planning Strategies in a Volatile Market


Since December 30, 2015, the stock market has declined by 9% and over the course of that time have been volatile fluctuations in the market. In this podcast, Bob Keebler discusses a range of simple to sophisticated income and estate tax opportunities to consider during a low stock market environment such as GRATs, lifetime gifts of securities, CLATs, Roth conversions and more.