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An uncertain future for the estate tax

Financial Planning Digest | Dec 05, 2016

The Trump administration could attempt an extensive overhaul of the tax system that could feature an effort to eliminate the estate tax. Advisers are telling clients to delay large wealth transfers to their heirs and encouraging them to defer income to 2017 if possible. For more information on this topic, PFP/PFS section members can listen to this podcast about what estate planners need to know about the Trump plan. Accounting Today (11/30)


Avoid errors in RMD aggregation

Financial Planning Digest | Dec 05, 2016

What long-term care really requires

Financial Planning Digest | Dec 05, 2016

2 AICPA witnesses testify on Section 2704

Financial Planning Digest | Dec 05, 2016

Track these metrics in 2017

Financial Planning Digest | Dec 05, 2016

Injunction against overtime rule faces appeal

Financial Planning Digest | Dec 05, 2016

Trump, House GOP have different tax-reform ideas

Financial Planning Digest | Dec 05, 2016

Retirement lessons from other countries

Financial Planning Digest | Dec 05, 2016

Classic 60/40 investment mix may not provide desired results

Financial Planning Digest | Dec 05, 2016

New online tool allows taxpayers to check IRS account information

Financial Planning Digest | Dec 05, 2016


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PFP News More >


New in the Learning Library: Protecting Your Loved Ones from Financial Fraud
and Abuse

Financial Planning Digest | Dec 05, 2016

January PFP Conference: PFP Summit: For Leaders Among Leaders

Financial Planning Digest | Dec 05, 2016

Video Podcast: Post-Election Tax and Financial Planning

Financial Planning Digest | Nov 29, 2016

Updated for 2016: The CPA's Guide to Social Security Planning

Financial Planning Digest | Nov 29, 2016

Podcasts: What You Need to Know About the Trump Plan

Financial Planning Digest | Nov 21, 2016




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Designed specifically for CPA personal financial planners and others interested in financial planning, Financial Planning Digest is a FREE monthly e-mail newsletter from the AICPA. It provides the most important and timely news stories to support personal financial planners. Learn more

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