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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 aicpa.org/pfp/covid19 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 (www.aicpa.org/pfp), 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 (www.aicpa.org/pfs) 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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