Year-end tax and financial planning strategies: Part 2 {PFP Section}

Nov 15, 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 education and gifting strategies are effective to leverage the advantages of 529 plans?
• What are the tax incentives for investing in qualified opportunity zones?
• Should your clients use the gift tax exemption before it sunsets by making large gifts before the end of 2025? Why you should start talking your clients about this now?
• How can you use trusts with state income tax planning strategies?
• What are the tax issues to consider?

Access the related resources from this podcast:

• Don’t miss part 1 of this podcast!
• Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler
• Useful Estate & Decision Charts from Steve Oshins
• The Adviser’s Guide to Financial & Estate Planning
• 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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