AICPA Personal Financial Planning (PFP)

Part 5: The new approach to retirement planning: Review meetings {PFP Section}

14 May 2021

Contributed by Lukas

If you've wondered how your peers approach their check in meetings with their clients, this episode of the PFP Section podcast is for you. Mackey McNe...

Part 5: Important planning strategies in 2021: Roth conversions {PFP Section}

07 May 2021

Contributed by Lukas

With tax increases and estate exemption decreases on the horizon, Bob Keebler walks you through several ways that Roth conversions may be beneficial s...

How the American Families Plan will impact your clients {PFP Section}

04 May 2021

Contributed by Lukas

Guest: Bob Keebler, CPA/PFS On Wednesday, April 28th, President Biden gave his first congressional address. As part of his plan for the nation, he p...

Part 4: Important planning strategies in 2021: Itemized deductions {PFP Section}

30 Apr 2021

Contributed by Lukas

Guest: Bob Keebler, CPA/PFS In preparation for a potential cap on itemized deductions and restoration of the pease limitation for those with taxable...

Important development with SECURE Act post-mortem distributions {PFP Section}

23 Apr 2021

Contributed by Lukas

Guest: Bob Keebler, CPA/PFS On April 9th, 2021, the IRS released updated Publication 590-B which has caused much confusion with retirement planning ...

Part 3: Important planning strategies in 2021: Capital gains {PFP Section}

16 Apr 2021

Contributed by Lukas

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...

Sensible Taxation and Equity Promotion Act (STEP) of 2021 {PFP Section}

09 Apr 2021

Contributed by Lukas

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 ca...

What you need to know about the "For the 99.5% Act" {PFP Section}

02 Apr 2021

Contributed by Lukas

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 es...

Part 4: The new approach to retirement planning {PFP Section}

26 Mar 2021

Contributed by Lukas

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 ...

Leading effectively in times of high pressure {PFP Section}

19 Mar 2021

Contributed by Lukas

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...

Keebler on the American Rescue Plan Act of 2021 {PFP Section}

15 Mar 2021

Contributed by Lukas

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 c...

Part 2: Important planning strategies to consider in 2021: Estate {PFP Section}

12 Mar 2021

Contributed by Lukas

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....

Serving clients, running your firm, and taking care of you {PFP Section}

05 Mar 2021

Contributed by Lukas

Guest: Lyle Benson, CPA/PFS AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and ...

Philanthropy techniques for your wealthier clients {PFP Section}

26 Feb 2021

Contributed by Lukas

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 wh...

Charitable donation strategies for the masses {PFP Section}

19 Feb 2021

Contributed by Lukas

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...

Part 1: Important planning strategies to consider in 2021 {PFP Section}

12 Feb 2021

Contributed by Lukas

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 effec...

The new approach to retirement planning: part 3 {PFP Section}

05 Feb 2021

Contributed by Lukas

Guests: Mackey McNeill, CPA/PFS Creating a meaningful experience for your clients has become even more important over the past year. Mackey McNeill, C...

Integrating pet planning into your financial planning practice {PFP Section}

29 Jan 2021

Contributed by Lukas

Guests: Brooke Salvini, CPA/PFS and AJ Fudge, JD This episode is dedicated in loving memory of Gypsy, Salvini Financial Planning's Happiness Advisor. ...

The latest on virtual currency as you head into tax season {PFP Section}

22 Jan 2021

Contributed by Lukas

Guests: Ryan Firth, CPA/PFS, Shehan Chandrasekera, CPA, and John Strohmeyer, J.D., LL.M. With recent Bitcoin appreciation and the IRS becoming more pr...

What to do and what not to do with life insurance {PFP Section}

15 Jan 2021

Contributed by Lukas

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 the...

What the Georgia outcome means for financial planning {PFP Section}

08 Jan 2021

Contributed by Lukas

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 res...

Happy New Year! Looking Ahead to 2021 {PFP Section}

01 Jan 2021

Contributed by Lukas

Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential...

The new approach to retirement planning: part 2 {PFP Section}

25 Dec 2020

Contributed by Lukas

Guest: Mackey McNeill, CPA/PFS Being in the people business of personal financial planning often requires shifting from an expert with all the answers...

Guiding clients with diminishing mental capacity – Part 2 {PFP Section}

18 Dec 2020

Contributed by Lukas

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 ...

What you need to know about captive insurance companies {PFP Section}

11 Dec 2020

Contributed by Lukas

Panelists: Bob Keebler, CPA/PFS and David Slenn, JD The Internal Revenue Service has recently increased scrutiny of micro-captive insurance structures...

The new approach to retirement planning: part 1 {PFP Section}

04 Dec 2020

Contributed by Lukas

Guests: Mackey McNeill, CPA/PFS When Mackey began her business, she approached financial planning from a technical and data driven perspective. She qu...

A new estate freeze technique: Grantor Retained Interest Partnership {PFP Section}

27 Nov 2020

Contributed by Lukas

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, t...

Changing domicile in today's environment {PFP Section}

20 Nov 2020

Contributed by Lukas

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...

What Biden's capital gains proposal means for your clients {PFP Section}

13 Nov 2020

Contributed by Lukas

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 ga...

The state of the election and what it means for financial planning {PFP Section}

05 Nov 2020

Contributed by Lukas

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 ...

Podcast: Best planning ideas to consider before 2020 ends {PFP Section}

05 Nov 2020

Contributed by Lukas

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 p...

Meaningful conversations to have with clients and prospects now {PFP Section}

22 Oct 2020

Contributed by Lukas

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 e...

Final regs on the termination of a trust or estate {PFP Section}

09 Oct 2020

Contributed by Lukas

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...

Guiding clients with diminishing mental capacity - Part one {PFP Section}

02 Oct 2020

Contributed by Lukas

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...

2020's highest rated software for financial planners {PFP Section}

25 Sep 2020

Contributed by Lukas

Guest: Joel Bruckenstein From CRM, financial planning, and risk tolerance software to cybersecurity resources and digital marketing tools, the 2020 ...

How to have transformative conversations {PFP Section}

18 Sep 2020

Contributed by Lukas

Guests: Jean-Luc Bourdon, CPA/PFS, CFP® The fear of uncertainty in the current times requires having skillful conversations to bring calm and comfo...

Part two of the importance of addressing long-term care planning {PFP Section}

11 Sep 2020

Contributed by Lukas

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 valu...

The importance of addressing long-term care planning {PFP Section}

04 Sep 2020

Contributed by Lukas

Guests: Brooke Salvini, CPA/PFS and Brian Gordon, CLTC Whether you have clients who are currently receiving care or planning for their long-term hea...

Estate planning conversations all clients need to have now {PFP Section}

28 Aug 2020

Contributed by Lukas

Guest: Steve Siegel, JD, LLM The coronavirus pandemic highlights the importance of estate planning, regardless of wealth. As your client's most trus...

The power of planning with high-deductible health plans {PFP Section}

21 Aug 2020

Contributed by Lukas

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. Contri...

Why it's important to think about year-end planning now {PFP Section}

14 Aug 2020

Contributed by Lukas

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 ...

How to determine the basis of IDGT property at death {PFP Section}

07 Aug 2020

Contributed by Lukas

Guests: Bob Keebler, CPA/PFS and Jonathan Blattmachr, Esq. In this episode, learn what happens when a client gifts and sells property to an intentio...

How to help clients take advantage of low interest rates {PFP Section}

31 Jul 2020

Contributed by Lukas

Guest: Bob Keebler, CPA/PFS The potential for imminent estate tax law changes coupled with a low interest rate environment makes this an opportune t...

What's next...Life after the pandemic {PFP Section}

23 Jul 2020

Contributed by Lukas

Guests: Lyle Benson, CPA/PFS & Susan Bradley, founder of Financial Transitionist® Institute Your clients look to you for more than just numbers. Yo...

The financial impact of Alzheimer's disease {PFP Section}

17 Jul 2020

Contributed by Lukas

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 dise...

Planning Ideas with the SECURE Act's 10-Year Rule {PFP Section}

10 Jul 2020

Contributed by Lukas

Guests: Bob Keebler, CPA/PFS and Jonathan Blattmachr, Esq. The elimination of the ability to stretch IRA and qualified plan distributions over the l...

How to make the most of your PFP Section benefits {PFP Section}

06 Jul 2020

Contributed by Lukas

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...

Education planning how-to's in a COVID world {PFP Section}

26 Jun 2020

Contributed by Lukas

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 ...

How to help clients make good decisions in times of transition {PFP Section}

19 Jun 2020

Contributed by Lukas

Guests: Lyle Benson, CPA/PFS, and Susan Bradley, CeFT®, CFP® The emotions underlying decisions can create confusion in times of major transition l...

Tips to help your clients identify fraud during COVID-19 {PFP Section}

12 Jun 2020

Contributed by Lukas

Guest: Erin Scheithe Losing money or property to fraud can be devastating. While scammers' exploitation tactics are familiar, the pandemic may lead to...

Social Security strategies to help your clients during the pandemic {PFP Section}

05 Jun 2020

Contributed by Lukas

Guests: Ted Sarenski, CPA/PFS During the coronavirus pandemic, you have witnessed uncertainty with personal finances and the anxiety that has come wit...

How Medicare benefits have changed due to our public health emergency {PFP Section}

28 May 2020

Contributed by Lukas

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 ...

How to help clients with retirement relief provided by CARES {PFP Section}

22 May 2020

Contributed by Lukas

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 ...

How to deepen client relationships during the pandemic {PFP Section}

19 May 2020

Contributed by Lukas

Guest: Lyle Benson, CPA/PFS Has your client contact increased significantly during the pandemic? Do you wonder how other CPA financial planners are ...

How to generate cash flow utilizing NOL relief under the CARES Act {PFP Section}

15 May 2020

Contributed by Lukas

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 ...

How to help clients who are considering bankruptcy {PFP Section}

08 May 2020

Contributed by Lukas

Guests: Bob Keebler, CPA/PFS and Ken DeGraw, CPA/PFS, CFF Some of your business owner clients may be worried about their business with everything th...

Bond Tax Planning in Today's Environment {PFP Section}

01 May 2020

Contributed by Lukas

Guests: Bob Keebler, CPA/PFS and Mark Fichtenbaum, CPA, JD, LLM In this episode, Bob Keebler, CPA/PFS, interviews Mark Fichtenbaum, CPA, JD, LLM, on...

To Roth or Not to Roth in the Current Environment {PFP Section}

24 Apr 2020

Contributed by Lukas

Guests: Bob Keebler, CPA/PFS With changes to Roth planning due to TCJA, the SECURE Act, and now the CARES Act and market volatility resulting from C...

Required Minimum Distributions under the CARES Act {PFP Section}

17 Apr 2020

Contributed by Lukas

Guests: Ed Slott, CPA and Bob Keebler, CPA/PFS In the multitudinous legislation that is unfolding as a result of the coronavirus pandemic, the IRS h...

Connecting with clients in the current environment {PFP Section}

10 Apr 2020

Contributed by Lukas

Guests: Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), JD Increased health risks related to COVID-19, social distancing mandates, and the finan...

Important estate planning considerations amid COVID-19 {PFP Section}

03 Apr 2020

Contributed by Lukas

Guests: Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), JD Increased health risks related to COVID-19 and the financial aspects of the CARES Act...

Coronavirus Aid Relief and Economic Security (CARES) Act {PFP Section}

31 Mar 2020

Contributed by Lukas

Guests: Bob Keebler, CPA/PFS and Chris Hesse, CPA In response to the coronavirus (COVID-19) pandemic, Congress has passed the anticipated Coronaviru...

Tax planning for recent decedents amid COVID-19 {PFP Section}

27 Mar 2020

Contributed by Lukas

Guests: Bob Keebler, CPA/PFS In this episode, Bob Keebler, CPA/PFS, shares tax planning ideas that are important to consider with families of recent...

How to bullet proof your investment portfolio {PFP Section}

23 Mar 2020

Contributed by Lukas

Guests: Bob Keebler, CPA/PFS and Dave Stolz, CPA/PFS Now is a time when many people are having anxiety about the current and future state of their i...

Planning opportunities in a volatile market {PFP Section}

20 Mar 2020

Contributed by Lukas

Guest: Bob Keebler, CPA/PFS Health concerns related to COVID-19 are top of mind and finances are likely a close second. No one can control market vola...

Finding (and being) calm amid the chaos {PFP Section}

19 Mar 2020

Contributed by Lukas

Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS COVID-19 is bringing much change and uncertainty to the world and it's important to find calm...

Taking your practice to the next level: key takeaways from PFP Summit {PFP Section}

13 Mar 2020

Contributed by Lukas

Guests: Lyle Benson, CPA/PFS & Michael Goodman, CPA/PFS In this episode, Lyle Benson, CPA/PFS and Michael Goodman, CPA/PFS give you an inside look a...

Succession planning: Tips from Generation 2 {PFP Section}

06 Mar 2020

Contributed by Lukas

Guests: Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interview generation 2 (G2) members, Chris Benson and Eric Hehman, ...

Helping clients in a volatile market {PFP Section}

03 Mar 2020

Contributed by Lukas

Guests: Bob Keebler, CPA/PFS, and Lyle Benson, CPA/PFS In this episode, recorded at the close of markets on February 28th, Lyle Benson, CPA/PFS, and...

Succession planning: Tips from Generation 1 {PFP Section}

28 Feb 2020

Contributed by Lukas

Guest: Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interview generation 1 (G1) members– Lyle Benson, Beth Gamel, and ...

Succession planning: Q&A with David DeVoe {PFP Section}

21 Feb 2020

Contributed by Lukas

Guests: David DeVoe & Michael Goodman, CPA/PFS In this encore* episode, Michael Goodman, CPA/PFS interviews expert, David DeVoe, Founder and Managing ...

Mathematics of the SECURE Act In-Depth {PFP Section}

14 Feb 2020

Contributed by Lukas

Guest: Bob Keebler, CPA/PFS In this 40-minute in-depth episode, Bob Keebler CPA/PFS walks you through the mathematics of the SECURE Act, including: ...