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How the President’s Green Book will impact your clients {PFP Section}
סדרה בארכיון ("עדכון לא פעיל" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 294687491 series 2293825
On May 28, 2021, the Biden Administration released its “Green Book” for the federal government’s 2022 fiscal year. Tune in as Jonathan Blattmachr, Bob Keebler, and Marty Shenkman share the key items you need to be aware of to get ahead of planning with your clients. They discuss the following topics in this episode of the PFP Section podcast:
- What the date of announcement effective date for capital gains tax rates means
- Why timing is critical to have discussions with impacted clients now
- Planning ideas that will work best with what we know now
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Register for Bob Keebler’s June 14th webcast to learn about all the important tax proposals.
- Read The Adviser’s Guide to Financial & Estate Planning.
- Tune in to the latest and greatest thinking at the PFP event at AICPA ENGAGE.
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.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 פרקים
How the President’s Green Book will impact your clients {PFP Section}
American Institute of CPAs - Personal Financial Planning (PFP)
סדרה בארכיון ("עדכון לא פעיל" status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? עדכון לא פעיל status. השרתים שלנו לא הצליחו לאחזר פודקאסט חוקי לזמן ממושך.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 294687491 series 2293825
On May 28, 2021, the Biden Administration released its “Green Book” for the federal government’s 2022 fiscal year. Tune in as Jonathan Blattmachr, Bob Keebler, and Marty Shenkman share the key items you need to be aware of to get ahead of planning with your clients. They discuss the following topics in this episode of the PFP Section podcast:
- What the date of announcement effective date for capital gains tax rates means
- Why timing is critical to have discussions with impacted clients now
- Planning ideas that will work best with what we know now
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Register for Bob Keebler’s June 14th webcast to learn about all the important tax proposals.
- Read The Adviser’s Guide to Financial & Estate Planning.
- Tune in to the latest and greatest thinking at the PFP event at AICPA ENGAGE.
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.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.
246 פרקים
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