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American Institute of CPAs - Personal Financial Planning (PFP)

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 over the next few years without violating the wash sale rules or your fiduciary responsibility?
  • How do you create liquidity while coordinating with the alternative valuation date?
  • When do you fund pecuniary clauses and how do you avoid funding with appreciated securities?

Access the related resources from this podcast:

  • Visit to find financial planning strategies and client facing materials to navigate COVID-19.

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 to join our community and gain access to valuable member-only benefits.

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