The paradigm of year-end planning has changed as a result of the Tax Cuts and Jobs Act. In this podcast, Bob Keebler, CPA/PFS provides insight into financial and tax planning opportunities, including a checklist of strategies to consider with your clients and implement by December 31.
Access the related resources from this podcast:
- Impact of Tax Reform on Planning Toolkit
- AICPA Tax Reform Resource Center
- Broadridge Advisor (free access to PFP/PFS members) includes extensive-content written by CPAs, attorneys and other experts on planning strategies, new relevant laws, etc. that are articulated in client terms.
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, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients.. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
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