Podcast: When your client is facing disaster losses

September 24, 2018

Podcast

While we cannot control what happens during a natural disaster like Hurricane Florence, we can help our clients prepare when disaster strikes and regain a sense of balance during the recovery process. Bob Keebler, CPA/PFS interviews Jerry Schreiber, CPA on:

  • Record-keeping strategies for your clients related to disaster losses
  • IRS filing relief
  • FEMA and individual and public assistance
  • Communicating with your clients and your neighbors
  • Casualty loss deductions under tax reform
  • Tips for contributing to disaster relief efforts under IRC Code Section 170
  • Actionable takeaways for advising clients

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, retirement, estate, risk management and investment planning advice. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.