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AICPA Personal Financial Planning (PFP)

Aug 14, 2020

Guest:  Bob Keebler, CPA/PFS

Be prepared to shift some of your tax and financial planning strategies if there is a change in administration with the coming election. Learn about tax policy themes and potential planning opportunities from Bob Keebler, CPA/PFS, including: 

  • Payroll taxes on high income earners
  • Marginal tax rate and the capital gains rate for high income individuals
  • Basis step-up at death and other estate and gift tax rules
  • Non-qualified and incentive stock options and deferred compensation
  • Planning strategies to consider now and post-election to best serve your clients

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

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