{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Volatile Markets, Smart Estates: Keebler\u2019s Top Tax Plays","description":"When the markets swing, smart estate planning can make or break your client\u2019s legacy. In this episode, Bob Keebler, CPA\/PFS, joins Cary Sinnett to reveal the overlooked tax moves CPA financial planners need to know\u2014from the strategic use of the Alternate Valuation Date (AVD) to avoiding costly missteps with the Kenan Doctrine. Learn how the 645 election can shift tax treatment in your favor, why timing and valuation matter more than ever, and how to deliver sharp planning with empathy during emotional times. If you advise estates in a volatile market, these insights could reshape your postmortem playbook.  \ud83d\udca1 Topics Covered:  Alternate Valuation Date: when and how it reduces estate tax Kenan Doctrine: the hidden capital gain trap in bequests 645 Election: unlocking more favorable tax treatment for trusts Managing concentrated positions and planning for liquidity Balancing technical expertise with compassionate client communication   \ud83d\udd17  Resources &amp;amp; More:     Guide: Vol. 1 - The Adviser\u2019s Guide to Financial &amp;amp; Estate Planning \u2013 15th Ed  Webcast: Critical Income, Estate and Trust Planning for 2023 and Beyond  Article: NumberCruncher for Financial Planners  This episode is brought to you by the\u202fAICPA\u2019s 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\u202fCPA\/PFS credential\u202fprogram, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online 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 \u201cAICPA Personal Financial Planning\u201d on your favorite podcast app. &amp;nbsp;    &amp;nbsp;  &amp;nbsp; ","author_name":"AICPA Personal Financial Planning (PFP)","author_url":"https:\/\/pfplanning.libsyn.com\/pfp","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/36774765\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/36774765"}