show episodes
 
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
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show series
 
Guest: Bob Keebler, CPA/PFS Under the Biden proposals, the capital gain and qualified dividend rate will be 39.6% for those with income of 1 million or more. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, helps you get ahead of this with your clients by sharing: What to be mindful of if we jump to a 39.6% capital gain rate and lose the …
 
Guest: Bob Keebler, CPA/PFS On March 29th the Senate’s Van Hollen and House’s Pascrell released proposals that would result in the realization of capital gains on the date property is transferred by gift, trust, or death. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, gets you up to speed on the latest, including: What the proposals say…
 
Guest: Bob Keebler, CPA/PFS This bill, introduced into the US Senate on March 25, 2021, could lay the groundwork for what’s ahead with changes to estate, gift, and trust rules. If passed, the effective date would be December 31st, 2021 and would result in significant increases to federal estate and gift tax. In this PFP Section podcast episode, Bob…
 
Guest: Mackey McNeill, CPA/PFS Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including: If your clients loved investments, they wouldn’t use your services. At the end of the planning process, refine the plan by…
 
Guest: Dr. Eric Bean Overseeing your team and serving your clients amid a pandemic, tax season, economic concerns, and all else that life brings can be a pressure cooker. Learn how to transform how you face these circumstances from high performance executive coach Dr. Eric Bean in this PFP Section podcast episode. Eric shares: Three research suppor…
 
President Biden signed off on the latest relief for businesses and individuals late last week. You can learn the specifics you need to know for your clients in this PFP Section podcast episode from Bob Keebler, CPA/PFS, including: The ins and outs of the restaurant revitalization grant program Expansion of the employee retention credit and EIDL loa…
 
Guest: Bob Keebler, CPA/PFS Many experts expect the estate tax exemption to decrease to $5 million or $3.5 million under the current administration. Therefore, we are in a potential use it or lose it situation with respect to today’s exemption. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, fills you in on: Understanding what’s likely t…
 
Guest: Lyle Benson, CPA/PFS AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as: The power of having clarity on the core values and purpose of your firm…
 
Guest: Steve Siegel, J.D., LL.M. For your high income and net worth clients, there are many savvy strategies that can meet their benevolent desires while also providing for their loved ones and saving significant tax. In this PFP Section podcast episode, Steve Siegel, J.D., LL.M., fills you in on: The benefits of qualified charitable distributions …
 
Guest: Steve Siegel, J.D., LL.M. The CARES Act introduced new rules in 2020 to encourage donations to charitable organizations during the pandemic. In this PFP Section podcast, Steve Siegel discusses: 2020 charitable contribution rules for individuals and business to be aware of when filing tax returns 2021 giving strategies, including changes made…
 
2021 is going to be a tricky year in terms of how to best advise clients since we don’t know what tax laws will change and when they may go into effect. In this 5-part series, Bob Keebler, CPA/PFS, walks you through the key areas to be mindful of so that opportunities aren’t missed with your clients. In this PFP Section podcast episode, Bob covers …
 
Guests: Mackey McNeill, CPA/PFS Creating a meaningful experience for your clients has become even more important over the past year. Mackey McNeill, CPA/PFS, has gamified her process to bring fun to retirement planning. In this episode of the PFP Section podcast, she shares her approach, step by step, including: How she opens the conversation to in…
 
Guests: Brooke Salvini, CPA/PFS and AJ Fudge, JD This episode is dedicated in loving memory of Gypsy, Salvini Financial Planning’s Happiness Advisor. 2/3rds of American household’s own pets and most consider them a cherished member of their family. Every year, countless animals end up homeless because plans have not been made for their care. In thi…
 
Guests: Ryan Firth, CPA/PFS, Shehan Chandrasekera, CPA, and John Strohmeyer, J.D., LL.M. With recent Bitcoin appreciation and the IRS becoming more proactive with tracing transactions, you may have clients interested in learning more or wondering how their activities impact their taxes. In this episode of the PFP Section podcast, experts Ryan Firth…
 
Guests: Susan Bruno, CPA/PFS Give your clients peace of mind that their loved ones will be secure by learning about important factors when guiding their life insurance decisions. In this episode of the PFP Section podcast, Susan Bruno, CPA/PFS, answers the following questions: Who is the most unbiased professional to work with? What needs to be con…
 
Guest: Bob Keebler, CPA/PFS Recorded on Tuesday, January 5th, Bob Keebler, CPA/PFS, shares what you will want to think about for your clients as a result of Tuesday’s election. From Social Security and Roth conversion planning to wealth transfer and charitable giving implications, tune in to get more details on the following topics: What to be mind…
 
Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division is doing for you in 2021. Lis…
 
Guest: Mackey McNeill, CPA/PFS Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients, incl…
 
CPA financial planners are in a position to be one of the first to spot cognitive decline with their clients. Knowing what signs to look for and what to do next can go a long way towards protecting your aging clients. In this episode of the PFP Section podcast, Reina Schlager, CPA/PFS, discusses: The nine domains of diminished capacity Warning sign…
 
Panelists: Bob Keebler, CPA/PFS and David Slenn, JD The Internal Revenue Service has recently increased scrutiny of micro-captive insurance structures and time is of the essence to take corrective measures for your clients. Bob Keebler, CPA/PFS, interviews expert David Slenn to get you up to speed on this issue. David answers the following question…
 
Guests: Mackey McNeill, CPA/PFS When Mackey began her business, she approached financial planning from a technical and data driven perspective. She quickly found that clients often didn’t take steps to implement the recommended plan. In part 1 of the new approach to retirement planning series, Mackey walks you through: How she turned her financial …
 
Guest: Robert Keebler, CPA/PFS If you have clients who want to lock in the current estate tax exemption but are concerned about parting with assets, the new grantor retained interest partnership (GRIP) may be the answer. In this episode of the PFP Section podcast, Bob Keebler interviews GRIP experts Mary O’Reilly and Stephen Breitstone. They respon…
 
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: Distinction between residency…
 
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: What is Biden’s capital…
 
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: How the senate could shake ou…
 
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:…
 
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. T…
 
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: The background on the confusion with allowable deductions caused by TCJA W…
 
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: Helping to …
 
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. Takeaway…
 
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 poin…
 
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…
 
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…
 
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: Documents everyone should have in …
 
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 Sectio…
 
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: Payroll taxes on high income earners Marginal tax rate and the capital gains rat…
 
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: How is the basis of property determin…
 
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: Why do you need to start educating clients now about how to protect the…
 
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 …
 
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 daunti…
 
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 stra…
 
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: Quick tips for getting started Resources includ…
 
Guest: Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax The coronavirus pandemic brought major changes to higher education. From where to attend classes to exploring the upcoming financial aid filing season, there are a lot of important factors to think through right now. Hear from professor and education planning expert, Ross Riskin, CPA/PFS, in this po…
 
Guests: Lyle Benson, CPA/PFS, and Susan Bradley, CeFT®, CFP® The emotions underlying decisions can create confusion in times of major transition like the pandemic. In this podcast, you will walk away with gems to help you have better conversations with your clients that lead to action with purpose. Tune in as Lyle Benson interviews life transition …
 
Guest: Erin Scheithe Losing money or property to fraud can be devastating. While scammers’ exploitation tactics are familiar, the pandemic may lead to an increased likelihood that your clients will fall for them. In this episode, learn about coronavirus specific fraudulent schemes that you can share with your clients. Erin Scheithe with the Consume…
 
Guests: Ted Sarenski, CPA/PFS During the coronavirus pandemic, you have witnessed uncertainty with personal finances and the anxiety that has come with even the best-laid plans. What can you do today to help your clients gain comfort and clarity? You can help them with their Social Security planning decisions. In this episode, learn from Social Sec…
 
Guest: Jim Sullivan, CPA/PFS Client 65+ and those with certain medical conditions are at higher risk for contracting COVID-19. If they are affected by the virus, you can help them understand their increased Medicare benefits put in place by the Centers for Medicare and Medicaid Services. In this episode, learn from Jim Sullivan, CPA/PFS, as he answ…
 
Guest: Robert Keebler, CPA/PFS Do you have clients who have had coronavirus-related health or financial issues? The CARES Act retirement plan and IRA provisions may be able to provide them with cash flow relief. Use your deep tax knowledge as a CPA financial planner to help your clients make smart planning moves now. Be sure to follow along with th…
 
Guest: Lyle Benson, CPA/PFS Has your client contact increased significantly during the pandemic? Do you wonder how other CPA financial planners are adding value and communicating with clients during this time? CPAs have provided the calm in the storm for their clients and have shifted their ways of doing business to meet changing client needs. Lear…
 
Guests: Bob Keebler, CPA/PFS and Chris Hesse, CPA Under the CARES Act, you may be able to help your relevant business owner clients with their cash flow needs. This can be done by generating refunds from net operating losses (NOLs). As a CPA financial planner, use your deep tax knowledge to help clients benefit from this opportunity. Learn from exp…
 
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