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.