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Guest: Bob Keebler, CPA/PFS
In T.D. 9884, the IRS finalized proposed regulations issued in November 2018 (REG-106706-18), amending Regs. Sec. 20.2010-1 to conform with the temporary increase in the basic exclusion amount for estate and gift tax enacted by the Tax Cuts and Jobs Act. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge that will help best serve your clients:
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: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office
Philanthropic planning is a unique opportunity for CPAs to help clients plan to use their wealth to support the public good. In this episode, Nadine Lee, CPA/PFS shares how you can help clients simplify and optimize gifting to charities by establishing donor advised funds.
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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: Robert Keebler, CPA/PFS
The SECURE Act passes as part of a spending package and is expected to be signed into law by the President before the end of the year to avoid a government shutdown. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:
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: Robert Keebler, CPA/PFS
After nearly 20 years since the current set of life expectancy tables were released by the IRS, the IRS released proposed regulations to update these tables for an increase in the average lifespan. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge that will help best serve your clients:
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: Ryan Firth, CPA & Shehan Chandrasekera, CPA
Virtual currency experts Ryan Firth, CPA and Shehan Chandrasekera, CPA will discuss what you need to know about the recent IRS revenue ruling on virtual currencies to help you advise your clients:
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: 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:
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 from your web browser or favorite podcast app.
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:
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 from your web browser or favorite podcast app.
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:
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! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.
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:
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! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.
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 Featherngill, CPA/PFS will teach you:
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! Just search for "AICPA Personal Financial Planning" on any Apple, Android or Windows device from your web browser or favorite podcast app.
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