Tax Planning is a Hot Topic Amid a Pandemic and a Looming Election

The American College of Financial Services
June 1, 2020

In the last installment of The American College of Financial Services’ webcast series "Financial Planning During COVID-19," faculty members at The College and leading experts in tax and retirement planning discussed financial planning during the pandemic, including the impact of politics and the upcoming 2020 presidential election. Depending on how the nation’s pandemic response and political realities unfold, our panel agreed taxes could likely go up in the foreseeable future, and preparations for clients could be wise.

See Robert Keebler and Jeffrey Levine’s commentary and read more about the issues in this article from InvestmentNews.

Invest in your career with a professional designation.

Earning CFP® certification can increase your income, elevate your job satisfaction, and help you win new clients. But before you sit for the CFP® exam, you have to complete CFP® certification education. And there’s no better choice for that education than The American College of Financial Services, where graduates routinely pass the CFP® exam at a rate higher than the national average.

Learn More