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Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.
Guests: Brooke Salvini, CPA/PFS and Brian Gordon, CLTC
Whether you have clients who are currently receiving care or planning for their long-term health and finances, you can guide them by understanding the LTC insurance industry and how the landscape is changing as a result of COVID-19. You'll be better informed as you listen to Brooke Salvini, CPA/PFS, and LTC expert, Brian Gordon, discuss:
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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
The coronavirus pandemic highlights the importance of estate planning, regardless of wealth. As your client's most trusted adviser, it's important to initiate discussions to ensure their planning is in order. In this episode, Steve Siegel walks you through the core concepts, 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: Ted Sarenski, CPA/PFS
If you're looking for one of the best tax deals around, look no further than a HSA for its trifecta of benefits. Contributions are tax deductible, growth is tax free, and qualified withdrawals are not taxable. Explore the ins and outs of HSAs and why they should be considered for every retirement plan in this PFP Section podcast episode brought to you by Ted Sarenski, CPA/PFS. Learn:
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This episode is brought to you by the AICPA's Personal Financial Planning Section (www.aicpa.org/pfp), 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 (www.aicpa.org/pfs), 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 or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Bob Keebler, CPA/PFS
Be prepared to shift some of your tax and financial planning strategies if there is a change in administration with the coming election. Learn about tax policy themes and potential planning opportunities from Bob Keebler, CPA/PFS, including:
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The 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 and 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 and gain access to valuable member-only benefits.
Don't miss an episode. Subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guests: Bob Keebler, CPA/PFS and Jonathan Blattmachr, Esq.
In this episode, learn what happens when a client gifts and sells property to an intentionally defective grantor trust and passes away 15 years later. Bob Keebler and Jonathan Blattmachr discuss the following topics related to the basis of the property:
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The 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 and 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 and gain access to valuable member-only benefits.
Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Bob Keebler, CPA/PFS
The potential for imminent estate tax law changes coupled with a low interest rate environment makes this an opportune time to transfer wealth. Bob Keebler goes in-depth with responding to the following questions that will help you help your clients:
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The 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 and 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 and gain access to valuable member-only benefits.
Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guests: Lyle Benson, CPA/PFS & Susan Bradley, founder of Financial Transitionist® Institute
Your clients look to you for more than just numbers. You can help them through the human and personal dynamics of transition. Lyle Benson CPA/PFS, facilitates a conversation with Susan Bradley on how to skillfully help clients move through the pandemic. You will learn:
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The episode is brought to you by the AICPA's Personal Financial Planning Section (www.aicpa.org/pfp), the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential (www.aicpa.org/pfs) 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 and gain access to valuable member-only benefits.
Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guests: Julie Papievis and Jim Sullivan, CPA/PFS
With the first wave of baby boomers turning 75 and 6 million Americans impacted by Alzheimer's disease, it is important to understand the physical, mental, and financial nuances. As a CPA financial planner, you can give your aging clients and their families peace of mind as they embark on this daunting journey. In this episode, Julie Papievis will guide you to help your clients by answering the following questions:
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The 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 and 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 and gain access to valuable member-only benefits.
Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guests: Bob Keebler, CPA/PFS and Jonathan Blattmachr, Esq.
The elimination of the ability to stretch IRA and qualified plan distributions over the life of the beneficiary has made effective planning a bit more challenging. In this episode, learn from Bob Keebler and Jonathan Blattmachr as they explore the SECURE Act's 10-year rule and planning strategies for your clients, including:
Access the related resources from this podcast:
The 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 and 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 and gain access to valuable member-only benefits.
Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
Guest: Sandra Truitt, AICPA PFP Team
Calling all PFP Section members! Are you looking for tips and tricks for diving into your PFP Section benefit suite? Look no further than this podcast episode featuring Sandra Truitt from the AICPA PFP team. She will give an A-Z overview of your benefits including:
Access the related resources from this podcast:
The 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 and 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 and gain access to valuable member-only benefits.
Don't miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device.
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