Summary: Guest(s): Robert Keebler, CPA/PFSCategory: Technical In June 2017, IRS released Rev. Proc. 2017-34, which provides relief to taxpayers who failed to file for portability in a timely manner. Bob Keebler discusses the simplified procedures, who qualifies, and how to file.Access the related resources from this podcast: The Adviser's Guide to Financial and Estate Planning 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. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.Don’t miss an episode – subscribe to our podcast series on iTunes! And leave us a review so we can continue bringing valuable and relevant content to you.
