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How the latest tax proposals will impact clients {PFP Section}

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Contenuto fornito da AICPA. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da AICPA o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

On September 13th, the House Ways & Means Committee released long anticipated draft legislation which could lead to major tax changes effective January 1, 2022. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, walks you through the key areas of interest so that you can plan ahead with your clients in the event these proposals become law. Bob discusses:

  • Increases in tax rates over certain thresholds, expansion of the NIIT, a new high-income surcharge, and modifications to 199A
  • Return of the estate and gift tax exemptions to pre-2017 levels and drastic changes in taxation of grantor trusts
  • New IRA rules, including mega IRA contribution limits and RMDs, elimination of the backdoor Roth, and more
  • What this means for clients and the future of planning strategies if the proposals become law

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

  • Article: Ways and Means releases list of tax provisions for budget bill
  • Legislative text to be incorporated in the budget reconciliation bill known as the “Build America Back Better” Act

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.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

  continue reading

246 episodi

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iconCondividi
 

Serie archiviate ("Feed non attivo" status)

When? This feed was archived on November 04, 2022 19:01 (1+ y ago). Last successful fetch was on September 23, 2022 04:48 (1+ y ago)

Why? Feed non attivo status. I nostri server non sono riusciti a recuperare un feed valido per un periodo prolungato.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 302519273 series 2293825
Contenuto fornito da AICPA. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da AICPA o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

On September 13th, the House Ways & Means Committee released long anticipated draft legislation which could lead to major tax changes effective January 1, 2022. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, walks you through the key areas of interest so that you can plan ahead with your clients in the event these proposals become law. Bob discusses:

  • Increases in tax rates over certain thresholds, expansion of the NIIT, a new high-income surcharge, and modifications to 199A
  • Return of the estate and gift tax exemptions to pre-2017 levels and drastic changes in taxation of grantor trusts
  • New IRA rules, including mega IRA contribution limits and RMDs, elimination of the backdoor Roth, and more
  • What this means for clients and the future of planning strategies if the proposals become law

Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.

  • Article: Ways and Means releases list of tax provisions for budget bill
  • Legislative text to be incorporated in the budget reconciliation bill known as the “Build America Back Better” Act

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.

Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app.

  continue reading

246 episodi

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