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Fiduciary income tax planning moves to make now {PFP Section}
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Manage episode 304643638 series 2293825
If current tax reform proposals become law, there will be many issues to be mindful of with planning for trusts. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, helps you get ahead of these changes so that you can plan for your clients to be ready for impending changes. Bob discusses:
- How the proposed higher income tax and capital gains rates will impact trusts planning
- The low threshold for trusts that would have the additional 3% surtax, NIIT expansion, and 199A cap kick in
- Changes to grantor trusts taxation that will make transactions between grantor and trust pertinent to monitor
- Being cognizant of electing fiscal year ends in rising tax rate environments
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Register for our year-end planning webcast that is free with CPE for PFP/PFS members.
- Access the Proactive Planning Toolkit audio learning to hear about tax proposals impacting individuals, estates, and trusts.
This 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. Also, 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, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 episódios
Fiduciary income tax planning moves to make now {PFP Section}
American Institute of CPAs - Personal Financial Planning (PFP)
Série arquivada ("Feed inativo " status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? Feed inativo status. Nossos servidores foram incapazes de recuperar um feed de podcast válido por um período razoável.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 304643638 series 2293825
If current tax reform proposals become law, there will be many issues to be mindful of with planning for trusts. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, helps you get ahead of these changes so that you can plan for your clients to be ready for impending changes. Bob discusses:
- How the proposed higher income tax and capital gains rates will impact trusts planning
- The low threshold for trusts that would have the additional 3% surtax, NIIT expansion, and 199A cap kick in
- Changes to grantor trusts taxation that will make transactions between grantor and trust pertinent to monitor
- Being cognizant of electing fiscal year ends in rising tax rate environments
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Register for our year-end planning webcast that is free with CPE for PFP/PFS members.
- Access the Proactive Planning Toolkit audio learning to hear about tax proposals impacting individuals, estates, and trusts.
This 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. Also, 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, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 episódios
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