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Technical

Ten Tax Planning Ideas in a Down Market Logo aicpa

  Robert Keebler |   Free |   AICPA |   31 Aug 2015 |   AICPA.org

In this podcast, Bob Keebler provides ten tax planning ideas to consider during a market downturn; such as Roth conversions, loss harvesting in a recent estate, contributions to pensions IRAs or 529 plans, gifting securities to children or grandchildren, funding GRATs 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

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