Podcast: Financial and Tax Planning Considerations Under Trump’s Tax Reform Framework


In this podcast, Bob Keebler reviews President Trump’s "Unified Framework for Fixing Our Broken Tax Code", including strategies to consider that enable you to act quickly in your clients’ best interest and what to advise clients based on what we know now, as well as a discussion of proposed changes to:

  • estate, GST and capital gains taxes,
  • individual and corporate income tax brackets,
  • itemized deductions,
  • retirement plans,
  • and more.