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Guest: Steve Siegel, J.D., LLM
Retirement, taxes, lifestyle, family, and taxes are just a few of the reasons why your clients may consider a change in where they are located. In this episode of the PFP Section podcast, Steve Siegel, J.D., LLM walks you through what you need to consider as you advise clients, including:
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This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Paul Lee, J.D., LLM and Bob Keebler, CPA/PFS
With Senate election results unknown until January 5th, the likelihood of Biden's tax proposals gaining traction will be uncertain until early next year. In this episode of the PFP Section podcast, Paul Lee, J.D., LLM and Bob Keebler, CPA/PFS answer the following questions:
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This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Bob Keebler, CPA/PFS
Recorded at 6:30 pm ET on Wednesday, November 4th, Bob Keebler walks you through the latest with the election results and what to expect next. With Biden getting close to the 270 electoral votes needed to win, Bob shares insights on what to be thinking about for year-end planning, including:
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This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Lyle Benson
Drastic changes may be ahead in the world of tax planning. On one hand we may change administrations, and on the other, we have a pandemic to fund. In this PFP Section podcast episode, find out how leading CPA financial planners are guiding their clients. Lyle Benson, CPA/PFS, shares detailed ideas in each of the following areas:
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This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Lyle Benson, CPA/PFS
Gain ideas for how to talk with clients about their emotions, goals, politics, investments and year-end planning in this episode of the PFP Section podcast. Lyle Benson, CPA/PFS, shares takeaways from a recent AICPA PFP Summit Presents event that will guide you on how to approach your clients in the most effective way. Topics include:
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This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Steve Siegel, JD, LLM
If you have clients who terminated an estate or nongrantor trust in 2018, 2019, or 2020, you will want to tune in to this episode of the PFP Section podcast. Long awaited clarity is here and Steve Siegel outlines what you need to know, including:
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This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Reina Schlager, CPA/PFS
As a CPA financial planner, you're often the first to recognize when a client is showing signs of dementia and you're in the trusted position to protect their finances and their care. Reina Schlager, CPA/PFS, shares experiences she has had to help you navigate similar situations with your clients, such as:
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This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Joel Bruckenstein
From CRM, financial planning, and risk tolerance software to cybersecurity resources and digital marketing tools, the 2020 T3/Inside Information Advisor Software Survey covers wide ground. Joel Bruckenstein shares the highest rated tools, his expert insights, and trends that he's seeing in this PFP Section podcast. Takeaways include:
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This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guests: Jean-Luc Bourdon, CPA/PFS, CFP®
The fear of uncertainty in the current times requires having skillful conversations to bring calm and comfort to your clients. Jean-Luc Bourdon, CPA/PFS, shares how to create an environment where your clients feel safe to discuss their deepest concerns and desires in this PFP Section podcast. He provides pointers such as:
Access other resources to increase your connection with clients:
This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guests: Brooke Salvini, CPA/PFS and Brian Gordon, CLTC
The pandemic has highlighted the need to have plans in place for healthcare. You can add value to your clients by having conversations to help them understand their options for long term care. In this episode, Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon guide you through what you need to know such as:
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This episode is brought to you by the AICPA's 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 CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don't miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
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