Post-Election Tax and Financial Planning

Recording | Slides

In this video podcast, Bob Keebler, CPA/PFS, explains what to watch for in 2017 regarding major tax reform and tax planning opportunities.  Keebler explains the implications of a broader income tax base and lower rates beginning next year along with the effects of certain taxes being entirely repealed or eliminated.  Also, learn new deferral strategies including holding out for the lower rates and how to hedge economic risk.