Preview Mode Links will not work in preview mode

AICPA Personal Financial Planning (PFP)


Jul 31, 2020

Guest:  Bob Keebler, CPA/PFS

The potential for imminent estate tax law changes coupled with a low interest rate environment makes this an opportune time to transfer wealth. Bob Keebler goes in-depth with responding to the following questions that will help you help your clients: 

  • Why do you need to start educating clients now about how to protect their estate and gift tax exemption?
  • What is the most powerful transaction you can use to transfer wealth right now and how does this compare to a GRAT?
  • How do you balance bet to live and bet to die strategies?
  • When are dynasty trusts, private annuities, and split-dollar life insurance effective planning strategies?

Access the related resources from this podcast:

The 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 and 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 and gain access to valuable member-only benefits.

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