What the Georgia outcome means for financial planning | PFP learning library podcast
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What the Georgia outcome means for financial planning | PFP learning library podcast

1 month ago · 27 min listen

Recorded on Tuesday, January 5th, Bob Keebler, CPA/PFS, shares what you will want to think about for your clients as a result of Tuesday’s election. From Social Security and Roth conversion planning to wealth transfer and charitable giving implications, tune in to get more details on the following topics:

  • What to be mindful of with the general Democratic party themes

  • Proposals to keep your eyes on and the likelihood they’ll become law

  • The future of current planning techniques

  • Strategies you should consider for your clients and when

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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.

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