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Part 2: Important planning strategies to consider in 2021: Estate {PFP Section}
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Manage episode 287420391 series 2293825
Guest: Bob Keebler, CPA/PFS
Many experts expect the estate tax exemption to decrease to $5 million or $3.5 million under the current administration. Therefore, we are in a potential use it or lose it situation with respect to today’s exemption. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, fills you in on:
- Understanding what’s likely to happen by looking to proposals from Sanders, Obama, and Warren
- What to do now to prepare your clients for what may be coming
- Planning strategies that may make sense to accelerate
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.
- Part 1: Important planning strategies to consider in 2021: Step up in basis
- Guide to Financial & Estate Planning
- 2021 best ideas for you, your clients, and your business
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
Part 2: Important planning strategies to consider in 2021: Estate {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 287420391 series 2293825
Guest: Bob Keebler, CPA/PFS
Many experts expect the estate tax exemption to decrease to $5 million or $3.5 million under the current administration. Therefore, we are in a potential use it or lose it situation with respect to today’s exemption. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, fills you in on:
- Understanding what’s likely to happen by looking to proposals from Sanders, Obama, and Warren
- What to do now to prepare your clients for what may be coming
- Planning strategies that may make sense to accelerate
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.
- Part 1: Important planning strategies to consider in 2021: Step up in basis
- Guide to Financial & Estate Planning
- 2021 best ideas for you, your clients, and your business
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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