What the Georgia outcome means for financial planning {PFP Section}

American Institute of CPAs - Personal Financial Planning (PFP)

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Guest: Bob Keebler, CPA/PFS

Recorded on Tuesday, January 5th, Bob Keebler, CPA/PFS, shares what you will want to think about for your clients as a result of Tuesday’s election. From Social Security and Roth conversion planning to wealth transfer and charitable giving implications, tune in to get more details on the following topics:

What to be mindful of with the general Democratic party themes
Proposals to keep your eyes on and the likelihood they’ll become law
The future of current planning techniques
Strategies you should consider for your clients and when

Access resources related to this podcast:

Gain more details from our in-depth learning in late 2020, including Post-election year-end planning and Last-minute planning for 2020.

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.

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