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Guest(s): Paula McMillan, CPA/PFS
Category: Technical
In this episode, Paula McMillan, CPA/PFS shares what current retirees have to say about retirement and lessons they've learned along the way. She answers the question: What are the six factors paramount to a successful retirement?
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Don't miss the other episodes in this series:
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.
Make sure to subscribe to our podcast channel on iTunes or Pod-o-Matic, so that you don't miss an episode! And leave us a review so we can continue bringing valuable and relevant content to you.
Guest(s): Paula McMillan, CPA/PFS
Category: Technical
In this episode, Paula McMillan, CPA/PFS shares how to make conversations count when it comes to personal financial planning. She answers the questions:
Access the related resources from this podcast:
Don't miss the other episodes in this series:
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. 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! And leave us a review so we can continue bringing valuable and relevant content to you.
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.
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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! And leave us a review so we can continue bringing valuable and relevant content to you.
Guests: Ed Fulbright, Sheila Padden, & Chip Simon
Category: Practice management
In this episode, CPAs and financial planners share their experiences with the retainer fee model for their personal financial planning practices.
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! And leave us a review so we can continue bringing valuable and relevant content to you.
Guest(s): Bob Keebler, CPA/PFS & Nick Passini, CPA
Category: Technical
On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS interviews Nick Passini, CPA about the reality of tax season and Section 199A qualified business income deduction. Find out:
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. 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 and Pod-o-matic! And leave us a review so we can continue bringing valuable and relevant content to you.
Guest(s): Bob Keebler, CPA/PFS & Ed Slott, CPA
Category: Technical
On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS interviews Ed Slott, CPA intersection of Section 199A qualified business income deduction and retirement plan benefits. Find out:
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. 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! And leave us a review so we can continue bringing valuable and relevant content to you.
Guest(s): Paula McMillan, CPA/PFS
Category: Technical
In this episode, Paula McMillan, CPA/PFS gives an overview of the current environment that your clients are face as they approach retirement age, including the obstacles and your role as their CPA adviser in helping them overcome them. She answers the questions:
Access the related resources from this podcast:
Don't miss the other episodes in this series:
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. 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! And leave us a review so we can continue bringing valuable and relevant content to you.
Guest(s): Paula McMillan, CPA/PFS
Category: Technical
In this episode, Paula McMillan, CPA/PFS. She answers the questions:
Access the related resources from this podcast:
Don't miss the other episodes in this series:
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. 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! And leave us a review so we can continue bringing valuable and relevant content to you.
Guest(s): Jim Sullivan, CPA/PFS
Category: Technical
In this podcast, Jim Sullivan, CPA/PFS, discusses elder planning strategies and answers these questions:
You can continue your learning on this topic by attending this webcast taking place next week (eligible for discounted CPE). Also, stay tuned for the upcoming release of a new guide on this topic which will be part of The Adviser's Guide to Retirement and Elder Planning series. Stay in the loop with all PFP podcasts by subscribing to our channel on iTunes or Pod-o-Matic.
Guest(s): Bob Keebler, CPA/PFS
Category: Technical
On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS shares details on the provisions, specifically Notice 2019-07 and answers:
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. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
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