Podcast: Best planning ideas to consider before 2020 ends

October 30, 2020

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Drastic changes may be ahead in the world of tax planning. On one hand we may change administrations, and on the other, we have a pandemic to fund. In this PFP Section podcast episode, find out how leading CPA financial planners are guiding their clients. Lyle Benson, CPA/PFS, shares detailed ideas in each of the following areas:

  • Turning traditional year-end tax planning on its head by accelerating income and gains into 2020
  • Taking advantage of estate planning strategies while we have favorable laws
  • Helping clients rethink their retirement planning financially and emotionally
  • Getting back to basics with investment planning

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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.

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