Podcast: Tax reform opportunity zones for year-end planning

November 13, 2018


The paradigm of year-end planning has dramatically shifted 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 ”opportunity zones” to consider with your clients and implement by December 31.

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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, 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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