Podcast: The state of the election and what it means for financial planning

November 4, 2020

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Recorded at 6:30 pm ET on Wednesday, November 4th, Bob Keebler walks you through the latest with the election results and what to expect next. With Biden getting close to the 270 electoral votes needed to win, Bob shares insights on what to be thinking about for year-end planning, including:

  • How the senate could shake out and what this means for changes in tax policy
  • The most important democratic party tax policy themes to keep in mind when planning for your clients
  • The risk of retroactivity of tax law changes back to 1/1/21 under certain circumstances
  • Planning solutions to consider for your clients this year given the uncertainty ahead

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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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