Podcast: Why it’s important to think about year-end planning now

August 14, 2020

              Podomatic         |            iTunes                |            Spotify

Be prepared to shift some of your tax and financial planning strategies if there is a change in administration with the coming election. Learn about tax policy themes and potential planning opportunities from Bob Keebler, CPA/PFS, including:

  • Payroll taxes on high income earners
  • Marginal tax rate and the capital gains rate for high income individuals
  • Basis step-up at death and other estate and gift tax rules
  • Non-qualified and incentive stock options and deferred compensation
  • Planning strategies to consider now and post-election to best serve your clients

Access the related resources from this podcast:

  • Proactive Planning Toolkit for resources, guides, podcasts, and charts from Bob Keebler
  • PFP News delivered to PFP and PFS member inboxes on Wednesdays
  • Post-election year-end planning webcast on November 10th

The episode is brought to you by the AICPA’s Personal Financial Planning Section (www.aicpa.org/pfp), 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 (www.aicpa.org/pfs) 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.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.