Year-end tax and financial planning strategies: Part 1 {PFP Section}

Nov 8, 2019

Guest: Bob Keebler, CPA/PFS

Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this episode, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients:

• What are the trade-offs for harvesting gains/losses and how can you determine the right decision for each client?
• What strategies can you use to plan for your clients to effectively itemize deductions?
• What is the donor advised fund and which types of clients should take advantage of this charitable giving strategy?
• What impact would the SECURE Act have on Roth conversions?
• What are the tax issues to consider?

Access the related resources from this podcast:

• Don’t miss part 2 of this podcast!
• Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler
• Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program.

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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