Tax and Financial Planning for 2017-2018 under Trump and Ryan Proposals {PFP Section}




American Institute of CPAs - Personal Financial Planning (PFP) show

Summary: Guest(s): Robert Keebler, CPA/PFS & Bob GordonCategory: Technical Planning strategies to consider for 2017-2018, including: -- An overview of Trump’s and Ryan’s plans -- Anticipated changes to taxation of interest, dividends, and capital gains -- Practical “blocking and tackling” financial planning strategies to discuss with clients. 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.