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Technical

Top 15 Year-End Financial and Tax Planning Ideas

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Robert Keebler | Free | AICPA | 05 Oct 2015 | AICPA.org

Process, taxation & strategies
Intermediate
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Bob Keebler looks at the top 15 financial and tax planning ideas to consider with your clients, including Roth conversions and more.

Topics covered:

Personal financial planning: Technical: Investment planning: Process, taxation & strategies, Intermediate
Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Intermediate
Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate

Technical

Top 15 Year-End Financial and Tax Planning Ideas

Comments/Reflections

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