It’s been a year unlike any other and year-end planning is no different. The election has significant implications given the wide gap in tax policy between the two parties. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, breaks down the key areas to focus on, including:
- What to look out for with a potential change in administrations
- The highest impact planning like capital gains, estate and charitable planning, and Roth conversions
- Considerations such as bracket management, timing of deductions, gain and loss harvesting, NUA, and donor advised funds
Access resources related to this podcast:
- Detailed slides that include a year-end planning checklist and changes that could come with a Biden administration
- Register for a year-end planning webcast fresh off the election on November 10th (free with CPE for PFP/PFS members)
This 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. Also, 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, gain access to valuable member-only benefits or learn about our PFP certificate program.