Financial and Tax Planning Considerations Under Trump’s Tax Reform Framework {PFP Section}

Summary: Guest(s): Robert Keebler, CPA/PFSCategory: Technical Bob Keebler reviews President Trump’s "Unified Framework for Fixing Our Broken Tax Code", including strategies to consider that enable you to act quickly in your clients’ best interest and what to advise clients based on what we know now, as well as a discussion of proposed changes to: estate, GST and capital gains taxes, individual and corporate income tax brackets, itemized deductions, retirement plans, and more. Access the related resources from this podcast: Tax Reform Resource Center Toolkit: Impact of Tax Reform on 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.