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American Institute of CPAs - Personal Financial Planning (PFP)


Nov 10, 2021

Recorded on November 8th, 2021, Bob Keebler, CPA/PFS, reports on the latest with the Build Back Better Act. In this episode of the PFP Section podcast, Bob shares:

  • What is in and what is out of the latest iteration of the House bill
  • What must happen for the House to move forward with a vote
  • What to expect with the Senate version of the bill and related vote
  • Planning to consider for clients based on what we know now

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. 

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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