Top Tips Video Podcasts Series

Each week in the month of July, we are bringing you a special video podcast on the top financial planning strategies to consider for your clients.

Access the PFP Learning Library for more videos, podcasts, and webcasts.


Video Podcast: Top Tax Efficient "Pre" and Post Retirement Strategies | Slides

In this video podcast, Bob Keebler discusses the top retirement planning strategies to create tax efficiencies, including bracket management, tax efficient investing, drawdown strategies, and more.


 

 

Video Podcast: Top Tips for Helping Clients Choose Appropriate IRA and Plan Beneficiaries  | Slides

In this video podcast, Bob Keebler discusses how CPAs can assist clients in choosing appropriate IRA and plan beneficiaries with regard to family goals, asset protection issues, estate tax issues, income tax issues, and more.



Video Podcast: 
Top Tips for Effective Trust Income Tax Planning | Slides
 
In this video podcast, Bob Keebler discusses how CPAs can effectively help clients with tax planning for trusts, including strategies like bracket management, reducing income tax with trust distributions, and reducing state income tax with trust situs.


Video Podcast:
Top Tips for Protect Client Assets | Slides

In this video podcast, Bob Keebler discusses the top strategies for CPAs to protect client assets, including IRAs and qualified plans, domestic asset protection trusts, third-party trusts, and more.


Video Podcast:
Top Tips for Creating Tax Alpha  | Slides

In this video podcast, Bob Keebler discusses the top tax strategies for CPAs to create tax alpha for their individual, family or business-owner clients, including bracket management, gain/loss harvesting, income shifting, and more.