Tax planning for recent decedents amid COVID-19 | PFP learning library podcast
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Tax planning for recent decedents amid COVID-19 | PFP learning library podcast

7 months ago · 13 min listen

In this episode, Bob Keebler, CPA/PFS, shares tax planning ideas that are important to consider for recent decedents’ estates given the market volatility and other economic factors including:

  • How can you leverage the loss harvesting strategy to tactfully offset gains over the next few years without violating the wash sale rules or your fiduciary responsibility?

  • How do you create liquidity while coordinating with the alternative valuation date?

  • When do you fund pecuniary clauses and how do you avoid funding with appreciated securities?

Access the related resources from this podcast:

  • Visit aicpa.org/pfp/covid19 to find financial planning strategies and client facing materials to navigate COVID-19.

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.

Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

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