Guest: Bob Keebler, CPA/PFS

Recorded at 6:30 pm ET on Wednesday, November 4th, Bob Keebler walks you through the latest with the election results and what to expect next. With Biden getting close to the 270 electoral votes needed to win, Bob shares insights on what to be thinking about for year-end planning, including:

How the senate could shake out and what this means for changes in tax policy
The most important democratic party tax policy themes to keep in mind when planning for your clients
The risk of retroactivity of tax law changes back to 1/1/21 under certain circumstances
Planning solutions to consider for your clients this year given the uncertainty ahead

Access resources related to this podcast:

Register for Bob’s year-end planning webcast taking place on November 10th
Podcasts and webcasts to guide you with planning ahead for your clients

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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The state of the election and what it means for financial planning {PFP Section}

AICPA Personal Financial Planning (PFP)