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Proactive Planning Toolkit

Use these financial planning tools and resources to help you educate your clients and proactively plan for changes.

Legislation like TCJA, and the SECURE and CARES Acts have added more complexity to planning for your individual, family, and business owner clients. The following tools and resources will help you plan proactively for your clients.

Charts

These charts, updated in 2021, are graciously provided by Bob Keebler, CPA/PFS, except as noted below. They are exclusively available to PFP/PFS members.

75 Best Income Tax Strategies

Use this chart, provided by Bob Keebler to implement proven income tax planning strategies with your clients to minimize their tax bill.

Tax Asset Classes Chart

Compare the tax efficiency and planning strategies for various tax asset classes with this helpful chart prepared by Bob Keebler.

The Top 10 Tax Planning Ideas for 2021

This chart by Bob Keebler highlights the top tax ideas for 2021 along with presenting reasons to consider a Roth IRA Conversion.

Capital Gains Harvesting Chart

This chart from Bob Keebler helps practitioners determine if the time-sensitive strategy of harvesting gains makes sense for their clients.

Tax-Efficient Draw Down Strategies

This chart provided by Bob Keebler covers key draw down concepts, strategies, and asset classes provided in an easy to reference document.

Marginal Tax Rates Chart (Provided by Michael Kitces) 

See various factors that impact marginal tax rates for your clients including AMT, LTCG, payroll taxes and more.

Generation Skipping Transfer Tax Chart

This chart by Bob Keebler gives an overview of generation skipping transfer tax issues, the usage of the Dynasty Trusts, and reviews automatic allocation rules.

Understanding the Net Investment Income Tax Chart

Use this chart to understand the rules and planning strategies for the 3.8% Net investment Income Tax (NIIT).

Applying the 3.8% NIIT Chart

Bob Keebler explains the 3.8% Net Investment Income Tax (NIIT) for individuals, charitable remainder trusts, and charitable lead trusts in this chart.

IRA Distribution Flowchart – For deaths after 12-31-19

Bob Keebler has shared this flowchart with PFP Section members to highlight traditional IRA distribution considerations.

Roth IRA Distribution Flowchart – For deaths which occur before January 1, 2020

Bob Keebler has made this flowchart available to PFP Section members to highlight Roth IRA distribution considerations.

Roth Quadrants Reference Chart

This informative chart from Bob Keebler covers 8 different tax and potential tax penalty aspects of Roth IRAs.

PFP Tax Bracket Management Chart

The Bracket Management Chart by Bob Keebler contains impactful bracket management ideas, checklists, tax brackets and illustrative examples.

The Roth Conversion Decision Chart

This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA and gives important advisor considerations on the decision.

2021 Individual, Estate, and Gift Tax Cheat Sheet

If you’re looking for a simple illustration that gives you all the important 2021 numbers in one easy to use document, this chart is for you.

Understanding §199A Qualified Business Income

If you’re looking for a tool to help with understanding §199A Qualified Business Income, this chart is for you.

IRA Trust Client Summary

With inherited IRA distributions now required to be paid out over ten years, you will want to consider whether the owner’s IRA should be payable to a trust.

Practice Guide

Guide to Financial and Estate Planning - Vol 1 - 10th Ed.

The art of financial planning and charitable giving are among the topics covered in the first volume of The Adviser's Guide to Financial and Estate Planning

Guide to Financial and Estate Planning - Vol. 2 - 10th Ed.

This volume is a vital resource if you want to help business owner clients with topics like employee benefits, choice of business form and succession planning.

Guide to Financial and Estate Planning - Vol 3 - 10th Ed.

The impact of estate freeze rules on intrafamily transfers and generation-skipping transfers are just a few of the topics covered in the third volume.

Guide to Financial and Estate Planning - Vol. 4 - 10th Ed.

This volume provides valuable insights into Estate topics like asset protection, portability and doing planning for the other 99% of households.

Audio Learning

How the SECURE Act affects retirement and other planning | PFP learning library archived webcast

Jeff Levine reviews the implications of the SECURE Act, so you can help your clients understand the change and advise them accordingly.

Upcoming Personal Financial Planning Webcasts and Free CPE

Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.

Estate Planning Amid COVID-19 | PFP learning library webcast archive

Martin Shenkman, Jonathan Blattmachr and Bob Keebler discuss the estate planning impacts and strategies coming out of the current COVID-19 environment.

Tax Implications of the CARES Act

In response to the coronavirus (COVID-19) pandemic, Congress passed The Coronavirus Aid Relief and Economic Security (CARES) Act (H.R. 748). Join us for this webcast as we dig into the effects on individuals and businesses related to tax provisions.

To Roth or Not to Roth in the Current Environment | PFP learning library podcast

Bob Keebler shares the nuances to consider when making decisions on whether to advise clients to convert to a Roth.

Financial planning guidance for CPAs in the wake of COVID-19 | PFP learning library webcast archives

Martin Shenkman, Susan Bruno and Lisa Featherngill offer CPAs practical and actionable guidance in a wide range of personal financial planning areas.

Navigating Change: Tax Implications of the Families First Coronavirus Response Act

In response to the coronavirus (COVID-19) pandemic, Congress approved the Families First Coronavirus Response Act (H.R. 6201). Join us for this webcast as we delve into the tax impacts of the expanded leave provisions.

Understanding Market Implications and Bringing Calm Amid Chaos| PFP learning library webcast archive

A panel of financial planners share their perspectives on how to bring calm amid the chaos of the COVID-19 pandemic.

Client Communications

Broadridge Advisor 

Extensive client-friendly content written by CPAs, attorneys, and other experts on planning strategies, new laws, and more. Use your professional judgment to determine whether this education is relevant to your clients.

Additional Tools and Resources

PFP Covid-19 resource center

Use these resources to help clients make smart planning decisions in light of the global pandemic.

Paycheck protection program resources

Find tools to help you educate and advise your clients on the PPP.

Tax updates related to CARES and Families First

Tax resources to help you guide clients with recent law changes.

AICPA tax reform resource center

A central hub to find all things related to the TCJA and other tax changes.

Legislative and regulatory news

A library of law changes that impact the way you plan for clients.