PFP Resources


Author Robert Keebler’s firm is finalizing two software products for the AICPA: “Tax Rate Evaluator: A Graphical Calculator for Tax Planning After ATRA” (product #PTX1307M) was used to develop some of the exhibits in this column. This software is intended to help tax advisers see trends and opportunities without necessarily using a calculator. “Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics” (product #PTX1306M) will include in-depth write-ups on the 25 tax planning strategies discussed in this column. These products will be available at the AICPA Store or by calling 888-777-7077.

Tax professionals should also consider attending the AICPA’s Advanced Personal Financial Planning Conference in January, which has become known as the most technically advanced PFP conference in the country. The conference includes many sessions from Robert Keebler and others on planning after ATRA and much more in tax, estate, retirement, investments, and risk management for individuals, families, and closely held entities. More information is available at cpa2biz.com/PFP.

Newsletter Articles

50th ANNIVERSARY

50 years of The Tax Adviser

The January 2020 issue marks the 50th anniversary of The Tax Adviser, which was first published in January 1970. Over the coming year, we will be looking back at early issues of the magazine, highlighting interesting tidbits.

TAX RELIEF

Quirks spurred by COVID-19 tax relief

This article discusses some procedural and administrative quirks that have emerged with the new tax legislative, regulatory, and procedural guidance related to COVID-19.