Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics

  • $69.00-$89.00
    Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics Online Access Product #: PTX1408M
    AICPA Member: $69.00
    Non-Member: $89.00

Financial – and particularly estate – planning has changed dramatically as a result of recent tax legislation. Practitioners must now take a step back, and look at the whole tax, retirement and estate planning picture, and reevaluate how it will affect their clients and families.

Bob Keebler and his associates have developed a collection of tools that will provide a clear and thorough explanation of the issues involved in estate planning after ATRA. These tools include:

  • A (PDF) manual explains the tax changes as a result of ATRA, and analyzes planning opportunities in the “new normal” of tax planning
  • Checklists, charts and flowcharts – to help practitioners and their clients visualize and organize their tax planning
  • Sample Client Letters (in Word and PDF) for current and prospective clients
  • A PowerPoint to help educate clients and staff

This toolkit also includes Bob’s Top 25 Planning Ideas that you can put to use right away to help your clients navigate the “new normal” of retirement and estate planning. It covers areas such as Bracket Management, Harvesting Capital Gains and Losses, Charitable Remainder and other Trust Vehicles, Roth IRA Conversions, and many more.

PFP and Tax Section Members qualify for an additional 10% discount.
When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout.

System Requirements

About the Authors

Christopher W. Schueler, MBA

Matthew D. Brehmer, JD, CPA

Peter J. Melcher, MBA, JD, LLM

Robert S. Keebler, CPA, MST, AEP (Distinguished)

Stephen J. Bigge, CPA, CSEP

Tyler J. Schuelke, CPA, MST

About the Publisher


About the AICPA The American Institute of CPAs is the world’s largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.