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.

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How the President’s Green Book will impact your clients {PFP Section}

AICPA Personal Financial Planning (PFP)