Helping clients in a volatile market | PFP learning library podcast
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Helping clients in a volatile market | PFP learning library podcast

10 months ago · 18 min listen

In this episode, recorded at the close of markets on February 28th, Lyle Benson, CPA/PFS, and Bob Keebler, CPA/PFS, discuss:

  • How to communicate with clients during this uncertain time to bring them peace of mind and keep them focused on the long-term perspective and purpose of their investment strategy

  • Income and estate planning techniques that work well in a volatile market and low interest rate environment, including Roth conversations, gain/loss harvesting, funding GRATs, and IDGT sales

  • Other considerations such as alternative valuation dates for estates and life insurance reviews

Access the related resources from this podcast:

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 to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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