Guest: Bob Keebler, CPA/PFS

Many experts expect the estate tax exemption to decrease to $5 million or $3.5 million under the current administration. Therefore, we are in a potential use it or lose it situation with respect to today’s exemption. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, fills you in on:

Understanding what’s likely to happen by looking to proposals from Sanders, Obama, and Warren
What to do now to prepare your clients for what may be coming
Planning strategies that may make sense to accelerate

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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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Part 2: Important planning strategies to consider in 2021: Estate {PFP Section}

AICPA Personal Financial Planning (PFP)