AICPA Personal Financial Planning (PFP)

Guest: Bob Keebler, CPA/PFS Significant tax law changes are still hot topics in media and political landscapes, and your clients are still scratching their heads wondering what these changes mean for them. Now is the time for you to guide them in planning for their financial future. In this episode, Bob Keebler, CPA/PFS will discuss year-end planning strategies to help you advise your clients: Wha...

Guests: Bob Keebler, CPA/PFS and Ed Slott General Electric is offering buyouts to about 100,000 pensioners and freezing the retiree payments for about 20,700 salaried pensioners, as part of the company's effort to shed debt as it faces pressure to improve its performance. In this podcast, Bob Keebler, CPA/PFS interviews Ed Slott to answer the questions: What are the key factors that CPA financial...

Guest: Jimmy J. Williams, CPA/PFS The support, encouragement, and direction delivered through life coaching is an area where CPA financial planners can add tremendous value for clients by integrating it with the financial planning process. In this podcast, Jimmy J. Williams, CPA/PFS will share his life plan solution and answer the questions: Why you should include a process that helps your clients...

Guest: Lisa Featherngill, CPA/PFS It's Estate Planning Awareness Week! And even though the Tax Cuts and Jobs Act doesn't feel new, its effects are still being felt in many areas of your clients' financial lives, including their estates. Clients may not know the impact of new and proposed rules on their estate, so now is the perfect time to talk with them about their plan. In this podcast, Lisa Fea...

Guest: Mackey McNeill, CPA/PFS Change is a universal constant. You want to be equipped to embrace it so that you can best serve your clients as the geopolitical and economic landscapes evolve. In this podcast, Mackey McNeill, CPA/PFS interviews futurist, David Houle to get his perspective on: What's going to be different in the 2020s and why How do you plan inside this disruption? What is "humanis...

Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office In this podcast, Nadine Lee, CPA/PFS shares strategies and cases related to optimizing incentive stock options. She answers the questions: What are the three ways that clients take action on incentive stock options? What are the requirements of ISOs? What can CPA financial planners...

Guest: Ted Sarenski, CPA/PFS In this episode, Ted Sarenski, CPA/PFS discusses the impact of taxes on financing retirement healthcare and answers the questions: What are the major tax considerations CPA financial planners should take into account when advising clients on financing retirement healthcare? What are some special tax considerations with Medicare? What about long-term care and how to pay...

Guest: Ellen Bruno, CPA/PFS, CGMA In this episode, Ellen Bruno, CPA/PFS walks through the regulation best interest, Form CRS and the standard of conduct for investment advisers. She answers the questions: What does the term solely incidental mean? What is the impact on dually-registered investment advisers? What is the RIA fiduciary duty? What is the customer relationship summary? And what are the...

Guest: Bob Keebler, CPA/PFS & David Cahoone, JD, LLM Category: Technical In this episode, Bob Keebler, CPA/PFS discusses the planning strategies related to the proposed SECURE Act using charitable remainder trusts (CRTs) as beneficiaries as IRAs to simulate a stretch IRA. He answers the questions: When the SECURE Act becomes law, what happens to the stretch IRA as we know it today? If the stretch...

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group Category: Technical "Widow" can feel like a 4-letter word. In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face as a surviving spouse and your role as their CPA adviser in helping them with their financial life plan and make sound financial d...

Guest: Bob Keebler, CPA/PFS & Bob Gordon Category: Technical In this episode, Bob Keebler, CPA/PFS interviews Bob Gordon of Twenty-First Securities Corporation about the planning strategies in an ultra-low interest rate environment. He answers the questions: What are the unique investment opportunities when interest rates are very low? What special election can taxpayers make to reduce taxable inc...

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group Category: Technical In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face when navigating divorce and your role as their CPA adviser in helping them with their financial life plan and make sound financial decisions. She answers the questions:...

Guest: Bob Keebler, CPA/PFS & Dr. Robert LeClair Category: Technical In this episode, Bob Keebler, CPA/PFS interviews Dr. Robert LeClair about the recent market volatility and the lower interest rate environment, including: What is an inverted yield curve? What is the significance of an inverted yield curve? What defines a recession? What are the key indicators to look for when recession may be on...

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group Category: Technical In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser in helping them with their financial life plan and make sound financial decisions. She answers the questions: What are the pressures f...

Guest: Paula McMillan, CPA/PFS, CGMA, Senior Financial Advisor at Stearns Financial Group Category: Technical In this episode, Paula McMillan, CPA/PFS gives an overview of the unique financial issues and challenges that women face and your role as their CPA adviser in helping them with their financial life plan and make sound financial decisions. She answers the questions: What are the common attr...

Guest: Samuel Adams, CEO, Vert Asset Management Category: Technical In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions: How do you talk with your clients about sustainable investing? What does the investment planning process look like? Then how do you recommend and/or implement sustainable investment portfolios for your clients? How...

Guest: Samuel Adams, CEO, Vert Asset Management Category: Technical In this episode, Samuel Adams, CEO, Vert Asset Management discusses sustainable investing and answers the questions: What are your clients' motivations for sustainable investing? What are advisers' motivations for sustainable investing? What opportunities do advisers have to become thought leaders for their clients? Access the rel...

Guest: Samuel Adams, CEO, Vert Asset Management Category: Technical In this episode, Samuel Adams, CEO, Vert Asset Management What is sustainable investing? Why is it growing in popularity? And is it just a fad? What are the different types of sustainable investing? What are the intentions and outcomes for each? Access the related resources from this podcast: Vert Asset Management – expand your un...

Guest(s): Bob Keebler, CPA/PFS Category: Technical In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, including Roth conversions. He answers the questions: What are the relevant proposed provisions? Which clients would be impacted? What planning strategies and tactics will be effective? What is the advantage of Roth conversions under the proposed SEC...

Guests: Erica Gellerman, CPA Category: Practice management In this episode, Erica Gellerman, CPA turned marketer is here to help you differentiate your CPA financial planning practice for their current and prospective clients. What are the three Vs of creating a cohesive online presence? How can you leverage your online presence, so your clients will know, like, and trust you? What are the simple...

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Dirk Edwards, Michael Goodman, Brooke Salvini, Scott Sprinkle, Dave Stolz, and Susan Tillery Category: Practice management In this episode, recorded live at the AICPA ENGAGE pre-conference workshop – Building a Tax & Financial Planning Advisory Business – CPA financial planners share helpful resources and simple action steps to take in b...

Guest(s): Bob Keebler, CPA/PFS, Anna Moody, JD and David O'Neill, JD Category: Technical In NC Department of Revenue v. The Kaestner Family Trust , the Supreme Court determined whether the US Constitution's due process clause prohibits states from taxing trusts based on trust beneficiaries' in-state residency. In this episode, Bob Keebler, CPA/PFS interviews Anna Moody and David O'Neill answers th...

Guest: Susan Tillery, CPA/PFS & Tom Tillery, CFP® Category: Technical In this episode, Susan Tillery, CPA/PFS & Tom Tillery, CFP® discuss the impact of taxes on risk management and insurance and answers the questions: What are the tax considerations practitioners should take into account when advising clients on the use of insurance contracts? What tax nuances come into play when looking at the ty...

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Michael Goodman, Brooke Salvini, and Susan Tillery Category: Practice management In this episode, CPA financial planners share how they chose various technology with building their tax and financial planning advisory businesses. What are the essential software programs for a tax and planning advisory business? How can you leverage the cl...

Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Scott Sprinkle, and Ellen Bruno Category: Practice management In this episode, CPA financial planners share their experiences with choosing whether or not to provide investment advisory services as part of their tax and financial planning advisory businesses and answer the questions: Do I have to provide investment advisory services to p...