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?
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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.
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