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Advising Clients on Tax Planning for PEP and Pease Limitations Logo aicpa

  Robert Keebler |   Free |   AICPA |   07 Dec 2015 |

In this podcast, Bob Keebler discusses how you can add value for your individual clients through tax planning around PEP and Pease limitations, including specific strategies to consider in the context of the five-dimensional tax environment.

Topics covered:
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate