Proactive Planning Toolkit

SECURE 2.0 Final Regulations for Catchup Contributions

Join this 90-minute webcast to prepare and get your SECURE Act 2.0 questions answered. The related slides are a great tool to view prior law and new law.

Download our quick reference guide for the provisions in SECURE 2.0.

Download this visual chart to clearly see the Roth changes for catch-up contributions, required minimum distributions, 529 plan rollovers and more.

Bob Keebler, CPA/PFS, gets Ed Slott’s take on the new retirement legislation and what to be mindful of.

Jeff Levine reviews the implications of the SECURE Act, so you can help your clients understand the change and advise them accordingly.

Steve Oshins provides four useful charts to help you help your clients plan including the domestic asset protection trust state rankings, dynasty trust state rankings, trust decanting state rankings, and the non-grantor trust state income tax chart.

Get exclusive access to a chart explaining 2025 tax code changes under H.R. 1 (OBBBA)—designed for PFP Section members in partnership with Baird.

Use this chart, provided by Bob Keebler to implement proven income tax planning strategies with your clients to minimize their tax bill.

Compare the tax efficiency and planning strategies for various tax asset classes with this helpful chart prepared by Bob Keebler.

This chart presents the top 10 tax planning ideas including charitable remainder trusts and charitable lead trusts.

This chart from Bob Keebler helps practitioners determine if the time-sensitive strategy of harvesting gains makes sense for their clients.

This chart provided by Bob Keebler covers key draw down concepts, strategies, and asset classes provided in an easy to reference document.

This chart by Bob Keebler gives an overview of generation skipping transfer tax issues, the usage of the Dynasty Trusts, and reviews automatic allocation rules.

Use this chart to understand the rules and planning strategies for the 3.8% Net investment Income Tax (NIIT).

Bob Keebler explains the 3.8% Net Investment Income Tax (NIIT) for individuals, charitable remainder trusts, and charitable lead trusts in this chart.

Bob Keebler has shared this flowchart with PFP Section members to highlight traditional IRA distribution considerations.

Bob Keebler has made this flowchart available to PFP Section members to highlight Roth IRA distribution considerations.

This informative chart from Bob Keebler covers 8 different tax and potential tax penalty aspects of Roth IRAs.

The Bracket Management Chart by Bob Keebler contains impactful bracket management ideas, checklists, tax brackets and illustrative examples.

This chart from Bob Keebler will walk you through whether your client should convert to a Roth IRA and gives important advisor considerations on the decision.

This chart provides a high-level summary of the 2025 key tax numbers to keep handy as you work through client engagements.

If you’re looking for a tool to help with understanding § 199A Qualified Business Income, this chart is for you.

With inherited IRA distributions now required to be paid out over ten years, you will want to consider whether the owner’s IRA should be payable to a trust.

Get access to a simple decision chart that will help you determine the specifics of IRAs payable to trust after SECURE.

Use this resource as a reference library of deep technical financial and estate planning content written in simple terms to guide you with advising your clients.

This volume is a vital resource if you want to help business owner clients with topics like employee benefits, choice of business form and succession planning.

Use this resource as a reference library to the latest technical guidance as you advise clients in the areas of Social Security benefits, Medicare, Medicaid and so much more.

This volume provides annual updates as well as checklists, planning pointers, and questionnaires to simplify the planning process.

Our webcasts give PFP section members and CPA/PFS credential holders the opportunity to learn about timely issues as well as interact with their peers.