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AICPA Personal Financial Planning (PFP)

Mar 31, 2020

Guests:  Bob Keebler, CPA/PFS and Chris Hesse, CPA

In response to the coronavirus (COVID-19) pandemic, Congress has passed the anticipated Coronavirus Aid Relief and Economic Security Act (H.R. 748) to bring the resources of the federal government to protect the health and well-being of Americans. Join Bob...

Mar 27, 2020

Guests:  Bob Keebler, CPA/PFS

In this episode, Bob Keebler, CPA/PFS, shares tax planning ideas that are important to consider with families of recent decedents amid record low oil prices and bond rates coupled with market losses, including:

  • How can you leverage the loss harvesting strategy to tactfully offset gains...

Mar 23, 2020

Guests:  Bob Keebler, CPA/PFS and Dave Stolz, CPA/PFS

Now is a time when many people are having anxiety about the current and future state of their investment portfolio. Those who have a good understanding of markets are confident that all will be well in the long term and will hold steady so they don’t miss...

Mar 20, 2020

Guest: Bob Keebler, CPA/PFS

Health concerns related to COVID-19 are top of mind and finances are likely a close second. No one can control market volatility and often the portfolio advice during this time is to hold steady. However, there are proactive income tax planning techniques that work well in a volatile market,...

Mar 19, 2020

Guests:  Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS

COVID-19 is bringing much change and uncertainty to the world and it’s important to find calm amid the chaos. No one can control market volatility, with fear being a major influencer on the fluctuations, though investment principles have not changed. In this...