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The impact of the Van Hollen bill on current estate administration {PFP Section}

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Manage episode 298129419 series 2293825
内容由AICPA提供。所有播客内容(包括剧集、图形和播客描述)均由 AICPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

One of the potential tax changes widely discussed is the replacement of the IRC Section 1014 basis adjustment with gain realization at gift, death, and certain other transfers. In this episode of the PFP Section podcast, Bob Keebler and Marty Shenkman share the impact this could have on clients, including:

  • The difference between funding trusts on a fractional share basis versus a specific amount
  • Gains that could be triggered right now for clients who have passed away and how to avoid
  • Why it may be important to fund trusts quickly after death going forward

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.

  • Get up to speed with all the latest proposals and how they may impact your clients with the audio learning in the Proactive Planning Toolkit, exclusive to PFP/PFS members.

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集单集

Artwork
icon分享
 

已归档的系列专辑 ("不活跃的收取点" 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? 不活跃的收取点 status. 我们的伺服器已尝试了一段时间,但仍然无法截取有效的播客收取点

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 298129419 series 2293825
内容由AICPA提供。所有播客内容(包括剧集、图形和播客描述)均由 AICPA 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

One of the potential tax changes widely discussed is the replacement of the IRC Section 1014 basis adjustment with gain realization at gift, death, and certain other transfers. In this episode of the PFP Section podcast, Bob Keebler and Marty Shenkman share the impact this could have on clients, including:

  • The difference between funding trusts on a fractional share basis versus a specific amount
  • Gains that could be triggered right now for clients who have passed away and how to avoid
  • Why it may be important to fund trusts quickly after death going forward

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.

  • Get up to speed with all the latest proposals and how they may impact your clients with the audio learning in the Proactive Planning Toolkit, exclusive to PFP/PFS members.

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

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