Why it’s important to think about year-end planning now | PFP learning library podcast
Resources
AICPA logo
Cart
searchSearch
search
burger
AICPA logo
  • Home
Man in purple shirt holding pen at desk.
Resources

Why it’s important to think about year-end planning now | PFP learning library podcast

2 years ago · 16 min listen

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

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.

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

What did you think of this?

Every bit of feedback you provide will help us improve your experience

What did you think of this?

Every bit of feedback you provide will help us improve your experience

Related content