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Technical

Tax Planning Strategies in a Volatile Market

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Robert Keebler | Free | AICPA | 14 Feb 2016 | AICPA.org

Individual income tax planning
Foundational
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In this podcast, Bob Keebler discusses a range of simple to sophisticated income and estate tax opportunities to consider during a low stock market environment such as GRATs, lifetime gifts of securities, CLATs, Roth conversions, and more.

Topics covered:

Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Foundational
Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate

Technical

Tax Planning Strategies in a Volatile Market

Comments/Reflections

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