Carl Richards on Precision and Purpose
01 Dec 2025
Contributed by Lukas
What happens when technical excellence meets deep human empathy? In this episode, Carl Richards, C...
Smart Planning with AI: Real-World Strategies with Chris Benson
14 Nov 2025
Contributed by Lukas
Artificial intelligence is transforming how CPA financial planners approach research, analysis, an...
How CPAs Are Shaping the Future of Financial Planning with Jimmy Williams
31 Oct 2025
Contributed by Lukas
Jimmy Williams, CPA/PFS, shares how the role of the CPA is evolving from compliance technician to ho...
Deadlines, Deductions & Decisions: Year-End Planning for the New Tax Era with Bob Keebler
17 Oct 2025
Contributed by Lukas
Bob Keebler joins Cary Sinnett to unpack why this year-end is anything but routine. With shifting...
Wealth, Meaning and the Future of Advice with Dr. Brian Portnoy
03 Oct 2025
Contributed by Lukas
Building wealth is one thing. Defining what wealth means is another. In this episode, Cary Sinnett...
Building Financial Capability Across Generations
19 Sep 2025
Contributed by Lukas
When families look to CPA financial planners, they're often asking more than just tax or investment ...
The Exit Blueprint: Strategies to Maximize Value and Minimize Risk
05 Sep 2025
Contributed by Lukas
When business owners skip exit planning, the fallout can be brutal; value lost, families divided, le...
Portability Denied: The Compliance Misstep That Cost Millions with Bob Keebler
22 Aug 2025
Contributed by Lukas
What happens when one overlooked detail turns a thoughtful estate plan into a multi-million-dollar t...
A New Kind of Deduction: Advanced Planning Strategies for a Changed Tax Code
08 Aug 2025
Contributed by Lukas
Jeff Levine joins us to break down one of the most surprising features of the new tax law: a brand-n...
Future-Proof Your Firm: Attracting Gen Z to CPA Financial Planning
25 Jul 2025
Contributed by Lukas
The pipeline is aging—and the profession is feeling the pressure. But what if Gen Z isn't just the...
Disaster-Proofing Your Clients' Finances: Lessons from the Front Lines
11 Jul 2025
Contributed by Lukas
When disaster strikes—wildfire, flood, earthquake—will your clients' finances survive the storm?...
BBB Crossover Special: How the New Tax Law Changes Everything for Your Clients
04 Jul 2025
Contributed by Lukas
The One Big Beautiful Bill Act is no longer a proposal, it's the law. That means CPA financial plann...
Latest tax proposals: Real-time tax and financial planning conversations
24 Jun 2025
Contributed by Lukas
In this special crossover episode between the AICPA's Tax Section Odyssey and PFP Section podcasts, ...
Turning Panic into Trust with Dr. Lurtz
13 Jun 2025
Contributed by Lukas
When markets are volatile, your clients look to you for clarity—but before they can truly hear you...
Volatile Markets, Smart Estates: Keebler's Top Tax Plays
30 May 2025
Contributed by Lukas
When the markets swing, smart estate planning can make or break your client's legacy. In this episod...
How to Talk to Your Kids About Your Estate Plan
16 May 2025
Contributed by Lukas
As CPA financial planners, we often encounter a painful reality: adult children who are surprised, o...
Financial Gratitude: The Behavioral Advantage Every CPA Planner Should Leverage
02 May 2025
Contributed by Lukas
In this thought-provoking episode, Dr. Meghaan Lurtz joins Cary Sinnett to explore a deceptively sim...
Business Exit Transitions for CPA Financial Planners
18 Apr 2025
Contributed by Lukas
Host Cary Sinnett and business transition advisor Mike Benedict discuss how to prepare business owne...
When theft gets taxing with Bob Keebler
04 Apr 2025
Contributed by Lukas
In this episode, Cary Sinnett is joined by renowned CPA and tax expert Bob Keebler to unpack the com...
Estate Tax Repeal & Its Impact on Planning
21 Mar 2025
Contributed by Lukas
In this episode of the AICPA Personal Financial Planning Podcast, host Cary Sinnett speaks with expe...
Additional Social Security Payments for Some Clients
07 Mar 2025
Contributed by Lukas
Cary Sinnett and Dan Snyder discuss the repeal of the Government Pension Offset (GPO) and Windfall E...
Estate Planning & Portability
07 Feb 2025
Contributed by Lukas
In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett welcomes Bob Keeble...
Advancing CPA Financial Planning: Insights from Leaders Brooke Salvini and Oscar Vives
24 Jan 2025
Contributed by Lukas
Welcome to the AICPA Personal Financial Planning Podcast, hosted by Cary Sinnett. In this episode, C...
Education Funding {PFP Section}
10 Jan 2025
Contributed by Lukas
In this episode of the AICPA Personal Financial Planning Podcast, host Cary Sinnett welcomes Dr. Ros...
Deeper CPA Financial Planning Connections | Celebrating 30 Years in the Industry {PFP Section}
20 Dec 2024
Contributed by Lukas
This milestone episode celebrates 30 years of professional growth and client success, highlighting t...
The Power of Client Communication: 4S Framework for Financial Planners {PFP Section}
06 Dec 2024
Contributed by Lukas
In this episode, Cary Sinnet and Mark Gochnour explore how effective communication builds trust and ...
Understanding Bitcoin: A CPA's Perspective
22 Nov 2024
Contributed by Lukas
Mark Astrinos and David Oransky discuss Bitcoin's role in modern investing, addressing its specula...
Talking about Medicare {PFP Section}
08 Nov 2024
Contributed by Lukas
Jim Sullivan from Pay4Care.org discusses significant changes to Medicare's prescription drug coverag...
Intersection of Health and Financial Planning {PFP Section}
22 Oct 2024
Contributed by Lukas
In this episode of the AICPA Personal Financial Planning Podcast, Cary Sinnett interviews Dr. Caroly...
Deeper CPA financial planner connections with Marianela Collado {PFP Section}
11 Oct 2024
Contributed by Lukas
In this episode of "Deeper CPA Financial Planning Connections," Lyle Benson interviews Marianela Col...
Changes and clarifications with the SECURE Act final regulations {PFP Section}
27 Sep 2024
Contributed by Lukas
Expert Bob Keebler, CPA PFS, breaks down the final regulations of SECURE Act 2.0. Difficult RMD ques...
Practical tips to help clients with unintended early withdrawals from 401(k) plans {PFP Section}
13 Sep 2024
Contributed by Lukas
In this podcast, Kelley Long, a CPA financial planner, discusses two overlooked 401(k) scenarios tha...
Deeper CPA Financial Planner Connections, Lyle Benson {PFP Section}
19 Aug 2024
Contributed by Lukas
Lyle Benson and his guests discuss how the upcoming AICPA Personal Financial Planning (PFP) Summit s...
Digging Deeper with your Clients, Part 3 of 3 | {PFP Section}
09 Aug 2024
Contributed by Lukas
In this final installment of Debra Taylor's Digging Deeper series, she focuses on tax planning. Afte...
Deeper CPA financial planner connections with Karen Goodfriend {PFP Section}
26 Jul 2024
Contributed by Lukas
In this episode, Lyle Benson and Karen Goodfriend discuss Karen's journey as a CPA financial planner...
Digging Deeper With Your Clients, Part 2 of 3 {PFP Section}
12 Jul 2024
Contributed by Lukas
As a follow-up to Debra's webcast Planning for Clients with $1-15M in Net Worth, she discusses a muc...
Estate planning for the TCJA sunset of the double exclusion amount {PFP Section}
28 Jun 2024
Contributed by Lukas
In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS discusses strategies for estate tax...
Digging Deeper with your Clients, Part 1 of 3 {PFP Section}
14 Jun 2024
Contributed by Lukas
As a follow-up to Debra's webcast Planning for Clients with $1-15M in Net Worth, she discusses some ...
How to navigate forks in the road with more clarity, focus, and ease {PFP Section}
24 May 2024
Contributed by Lukas
Life inevitably presents us with forks in the road, whether chosen or forced upon us. These transiti...
Money Dates (PFP Section)
10 May 2024
Contributed by Lukas
A recent CNBC survey of couples discovers that 64% admitted to being financially incompatible. A mon...
Valuing life insurance policies for gift tax returns {PFP Section}
26 Apr 2024
Contributed by Lukas
As we narrow in on the sunset of the Tax Cuts and Jobs Act, many practitioners will be suggesting th...
Strategies to draw down excess 529 funds {PFP Section}
15 Apr 2024
Contributed by Lukas
The SECURE 2.0 Act opened new doors for the use of 529 plan funds. Kelley Long discusses the impac...
Deeper CPA financial planner connections with Kelley Long {PFP Section}
22 Mar 2024
Contributed by Lukas
Kelley Long began her career in big 4 accounting like so many other CPAs. However, she had to quickl...
The best and worst things you can do with insurance – Part 2 {PFP Section}
08 Mar 2024
Contributed by Lukas
In part 2 of this PFP Section podcast series, experts Lee Slavutin, MD, CLU, and Marty Shenkman, CPA...
What to beware of with QTIP trusts {PFP Section}
23 Feb 2024
Contributed by Lukas
Qualified terminable interest property (QTIP) trusts were created so that spouses could receive the ...
The evidence-based qualities of admired advisors {PFP Section}
09 Feb 2024
Contributed by Lukas
Do you want to be the trusted advisor who makes a meaningful difference in your client's life? One o...
Deeper CPA financial planner connections with Dr. Moon and Lyle {PFP Section}
26 Jan 2024
Contributed by Lukas
The tables are turned on Lyle Benson, CPA/PFS, in this episode of the PFP Section's Deeper CPA Finan...
The why, what, and how behind legacy planning for your clients {PFP Section}
19 Jan 2024
Contributed by Lukas
CPA financial planners help clients live meaningful lives and pass on their legacy. Often, estate p...
The best and worst things you can do with insurance – Part 1 {PFP Section}
12 Jan 2024
Contributed by Lukas
Proper insurance planning is one of the most overlooked areas of personal financial planning. In par...
Happy 2024 from the PFP EC and PFS CC chairs! {PFP Section}
05 Jan 2024
Contributed by Lukas
PFP Executive Committee (PFP EC) chair, Brooke Salvini, CPA/PFS, and PFS Credential Committee (PFS C...
Deeper CPA financial planner connections with Jim Shambo {PFP Section}
29 Dec 2023
Contributed by Lukas
Jim Shambo is one of the pioneers of the CPA financial planning profession, the PFP Section, and the...
Inherited IRA RMD clarity for 2023 and 2024 {PFP Section}
22 Dec 2023
Contributed by Lukas
Ed Slott, CPA, and Bob Keebler, CPA/PFS, discuss the complicated inherited IRA RMD rules and what is...
Crucial issues related to disability and long-term care insurance {PFP Section}
15 Dec 2023
Contributed by Lukas
150 million Americans live with chronic illness. And yet, disability and long-term care (LTC) insura...
Life insurance planning strategies for businesses {PFP Section}
08 Dec 2023
Contributed by Lukas
You can give your clients tremendous value by guiding them with their life insurance planning, even ...
Deeper CPA financial planner connections: Our history and our future: Part 2 {PFP Section}
01 Dec 2023
Contributed by Lukas
This is part 2 of the PFP Section podcast that marks our CPA financial planning history and celebrat...
Deeper CPA financial planner connections: Our history and our future: Part 1 {PFP Section}
27 Nov 2023
Contributed by Lukas
As with any profession, it's important to understand how we got to where we are today to take us int...
What you need to know about CA ING trusts {PFP Section}
17 Nov 2023
Contributed by Lukas
In July, California Governor Newsome signed legislation that disallows the incomplete gift non-grant...
Life insurance planning strategies for individuals {PFP Section}
10 Nov 2023
Contributed by Lukas
You can give your clients tremendous value by guiding them with their life insurance planning, even ...
The value of qualified small business stock (QSBS) treatment {PFP Section}
03 Nov 2023
Contributed by Lukas
IRC Sections 1202 and 1045 are becoming more popular in recent years due to the tax favorability and...
Deeper CPA financial planner connections with Sarah Bradley {PFP Section}
27 Oct 2023
Contributed by Lukas
Sarah Bradley, CPA/PFS, took a leap from being an employee to being a first-time business owner prac...
How to address the qualitative (aka hard) side of planning {PFP Section}
20 Oct 2023
Contributed by Lukas
We often hear about the soft side of planning. As Lisa Featherngill, CPA/PFS, shares in this episode...
How to earn interest rate equivalents and pay less in tax {PFP Section}
06 Oct 2023
Contributed by Lukas
Investors have regained interest in investing in bonds in this higher interest rate environment. In...
Deeper CPA financial planner connections with Lisa Featherngill {PFP Section}
29 Sep 2023
Contributed by Lukas
Lisa Featherngill, CPA/PFS, is on a mission to make sure the qualitative side of planning gets as m...
Serving women clients well {PFP Section}
22 Sep 2023
Contributed by Lukas
Women control 1/3rd of the total US household financial assets of 11 trillion dollars and they make ...
The new Massachusetts surtax (PFP Section)
15 Sep 2023
Contributed by Lukas
Effective for 2023, Massachusetts taxpayers are now subject to a new surcharge of 4% of income over...
How the recent CA anti ING trust legislation impacts planning {PFP Section}
08 Sep 2023
Contributed by Lukas
CA recently passed legislation disallowing ING trusts by treating them as grantor trusts for state p...
Tax traps to beware of with life insurance planning {PFP Section}
01 Sep 2023
Contributed by Lukas
There are many professionals involved with clients and their tax, retirement, estate, insurance, and...
Deeper CPA financial planner connections with Tom Trainor {PFP Section}
25 Aug 2023
Contributed by Lukas
Tom Trainor is a CPA financial planner in Canada who has given a lot of volunteer time to the AICPA ...
Two important RMD developments {PFP Section}
18 Aug 2023
Contributed by Lukas
On July 14, 2023, the IRS released notice 2023-54 which provides for relief for RMDs in two circumst...
Why you need to take Bitcoin seriously - part 3 {PFP Section}
11 Aug 2023
Contributed by Lukas
If you believe it is a good idea to hold even a small amount of Bitcoin, the next step is to educate...
Nuances to be aware of with Roth conversion planning {PFP Section}
04 Aug 2023
Contributed by Lukas
If you have clients who are contemplating Roth conversions who may also want to take advantage of c...
Deeper CPA financial planner connections with Ellen Bruno {PFP Section}
28 Jul 2023
Contributed by Lukas
Ellen Bruno is a CPA/PFS who has taken a career path that puts her in the seat of serving financial ...
Why you need to take Bitcoin seriously - Part 2 {PFP Section}
21 Jul 2023
Contributed by Lukas
In part 2 of this series, you'll learn about the history of money and how that relates to the likeli...
Why you need to take Bitcoin seriously - part 1 {PFP Section}
14 Jul 2023
Contributed by Lukas
David Oransky, CPA/PFS, believes that if you don't allocate a small allocation of your assets to Bit...
Quantifying Advisor Value Part 2 {PFP Section}
07 Jul 2023
Contributed by Lukas
There has never been a better time to focus on tax planning services to give clients high value. Int...
Deeper CPA financial planner connections with Clark Blackman {PFP Section}
30 Jun 2023
Contributed by Lukas
Clark Blackman started out in tax, moved into financial planning, and eventually honed his expertise...
Quantifying Advisor Value Part 1 {PFP Section}
23 Jun 2023
Contributed by Lukas
Services like tax compliance and investment management are becoming commoditized. In this episode of...
When to begin collecting Social Security {PFP Section}
16 Jun 2023
Contributed by Lukas
The decision to wait until 70 to collect Social Security compared with starting as soon as possible ...
How to maximize post-mortem IRA wealth transfers {PFP Section}
09 Jun 2023
Contributed by Lukas
SECURE 1.0 eliminated life expectancy distributions apart from eligible designated beneficiaries. I...
Four ways to achieve portability {PFP Section}
02 Jun 2023
Contributed by Lukas
Portability allows a surviving spouse to add the exemption of the first spouse to die to their exem...
Deeper CPA financial planner connections with Dave Stolz {PFP Section}
26 May 2023
Contributed by Lukas
Dave Stolz started out as a music major and shifted to business and being a CPA along the way. His j...
The best estate planning ideas for large IRAs {PFP Section}
19 May 2023
Contributed by Lukas
Bob Keebler, CPA/PFS, discusses the techniques that make the most sense when you have a client who w...
How to reduce overwhelm for your clients {PFP Section}
12 May 2023
Contributed by Lukas
As financial planners, we have deep technical knowledge. It's a gift to take that expertise and deli...
When it makes sense to relocate an IRA to a life insurance policy {PFP Section}
05 May 2023
Contributed by Lukas
If you are approached by clients or other advisors who think it makes sense to move money from an IR...
Deeper CPA financial planner connections with Dr. Haesun Moon {PFP Section)
28 Apr 2023
Contributed by Lukas
In this special episode of Deeper CPA Financial Planner Connections, Dr. Haesun Moon is back by popu...
Roth conversion planning in 2023 {PFP Section}
21 Apr 2023
Contributed by Lukas
Best practices on how to view Roth conversions has shifted now that SECURE 2.0 has changed the age f...
How to engage the next generation of clients and advisors {PFP Section}
14 Apr 2023
Contributed by Lukas
Are you looking for ways to deepen relationships with next generation clients and staff? In this epi...
Planning for the surviving spouse: Part 3 {PFP Section}
07 Apr 2023
Contributed by Lukas
When planning for the surviving spouse with your client's attorney, it's important to address issues...
Deeper CPA financial planner connections with Susan Tillery {PFP Section}
31 Mar 2023
Contributed by Lukas
Susan Tillery, CPA/PFS, began her career journey in tax and eventually landed with her own fee for s...
Biden's 2024 budget proposals that impact individuals {PFP Section}
28 Mar 2023
Contributed by Lukas
President Biden's fiscal year 2024 budget proposal includes many familiar changes that we have seen ...
What to watch out for with trust terminations {PFP Sections}
24 Mar 2023
Contributed by Lukas
Note that this episode was recorded prior to the effective date of SECURE 2.0 which allows for 529 f...
Non-retirement reasons to invest in a Roth IRA {PFP Section}
17 Mar 2023
Contributed by Lukas
Guest: Kelley Long, CPA/PFS The flexibility and advantages of Roth IRAs makes them highly desira...
Five tips to keep employees engaged in a hybrid work environment {PFP Section}
10 Mar 2023
Contributed by Lukas
If you're currently working in a hybrid environment or running a business that is managing this str...
The New Spousal IRA Election {PFP Section}
03 Mar 2023
Contributed by Lukas
The new spousal IRA election in SECURE 2.0 is both novel and complex. In this episode of the PFP Se...
Deeper CPA financial planner connections with Dirk Edwards {PFP Section}
24 Feb 2023
Contributed by Lukas
Dirk Edwards, CPA/PFS, designed his financial planning practice to make the complex planning work t...
Guiding families in their philanthropic endeavors {PFP Section}
17 Feb 2023
Contributed by Lukas
Family office clients have complex planning issues. It's helpful to collaborate with a team of advi...
Rolling excess 529 plan funds into Roth IRA accounts (PFP Section)
10 Feb 2023
Contributed by Lukas
SECURE 2.0 allows 529 plans to be rolled into Roth IRAs beginning in January 2024. To learn more abo...
A business owner's journey to time, mind, and money freedom: Part 4 {PFP Section}
07 Feb 2023
Contributed by Lukas
Guest: Mackey McNeill, CPA/PFS In part 4 of this PFP Section podcast series, Mackey McNeill, CPA/P...
A business owner's journey to time, mind, and money freedom: Part 3 {PFP Section}
03 Feb 2023
Contributed by Lukas
In part 3 of this PFP Section podcast series, Mackey McNeill, CPA/PFS, shows you how to move your bi...
Deeper CPA financial planner connections: 7 lessons learned {PFP Section}
27 Jan 2023
Contributed by Lukas
Many CPA financial planners give credit for the career they have created to the relationships they h...