AICPA Personal Financial Planning (PFP)
Episodes
Sustainable investing: What is it? (Part 1 of 3) {PFP Section}
19 Jul 2019
Contributed by Lukas
Guest: Samuel Adams, CEO, Vert Asset Management Category: Technical In this episode, Samuel Adams, CEO, Vert Asset Management What is sustainable inv...
Roth conversions and the proposed SECURE Act {PFP Section}
12 Jul 2019
Contributed by Lukas
Guest(s): Bob Keebler, CPA/PFS Category: Technical In this episode, Bob Keebler, CPA/PFS discusses the SECURE Act and retirement planning strategies, ...
Creating a cohesive online presence (part 2) {PFP Section}
05 Jul 2019
Contributed by Lukas
Guests: Erica Gellerman, CPA Category: Practice management In this episode, Erica Gellerman, CPA turned marketer is here to help you differentiate you...
Step 10: What are the simple actions I can take now? {Building a Tax & Financial Planning Advisory Business}
28 Jun 2019
Contributed by Lukas
Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Dirk Edwards, Michael Goodman, Brooke Salvini, Scott Sprinkle, Dave Stolz, and Susan Till...
How the Kaestner decision may impact your clients {PFP Section}
25 Jun 2019
Contributed by Lukas
Guest(s): Bob Keebler, CPA/PFS, Anna Moody, JD and David O'Neill, JD Category: Technical In NC Department of Revenue v. The Kaestner Family Trust, th...
Taxes and Risk Management & Insurance Planning {PFP Section}
21 Jun 2019
Contributed by Lukas
Guest: Susan Tillery, CPA/PFS & Tom Tillery, CFP® Category: Technical In this episode, Susan Tillery, CPA/PFS & Tom Tillery, CFP® discuss the impact...
Step 9: How do I maximize use of technology? {Building a Tax & Financial Planning Advisory Business}
14 Jun 2019
Contributed by Lukas
Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Michael Goodman, Brooke Salvini, and Susan Tillery Category: Practice management In this ...
Step 8: What do I need to know if I decide to offer investment advisory services? {Building a Tax & Financial Planning Advisory Business}
07 Jun 2019
Contributed by Lukas
Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Scott Sprinkle, and Ellen Bruno Category: Practice management In this episode, CPA financ...
Step 7: How do I structure staffing and work with other advisers? {Building a Tax & Financial Planning Advisory Business}
31 May 2019
Contributed by Lukas
Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc, Scott Sprinkle, and Susan Tillery Category: Practice management In this episode, CPA financi...
Step 5: What is the best way to create deep relationships with clients? {Building a Tax & Financial Planning Advisory Business}
17 May 2019
Contributed by Lukas
Guests: Ted Sarenski, CPA/PFS & panelists: Jean-Luc Bourdon, Brooke Salvini, and David Stolz Category: Practice management In this episode, CPA financ...
Taxes and Investment Planning {PFP Section}
10 May 2019
Contributed by Lukas
Guest: Matt Rosenberg, CPA/PFS Category: Technical In this episode, Matt Rosenberg, CPA/PFS discusses the impact of taxes on investment planning and a...
Step 4: How do I approach new client meetings & offer financial planning services to current tax clients? {Building a Tax & Financial Planning Advisory Business}
03 May 2019
Contributed by Lukas
Guests: Ted Sarenski, CPA/PFS & panelists: Chris DeBlanc and Scott Sprinkle Category: Practice management In this episode, CPA financial planners shar...
Step 3: What are the appropriate fees to charge? {Building a Tax & Financial Planning Advisory Business}
26 Apr 2019
Contributed by Lukas
Guests: Ted Sarenski, CPA/PFS & panelists: Michael Goodman, Brooke Salvini, and Susan Tillery Category: Practice management In this episode, CPA finan...
Step 2: How do I get started? {Building a Tax & Financial Planning Advisory Business}
19 Apr 2019
Contributed by Lukas
Guests: Ted Sarenski, CPA/PFS & fellow CPA/PFS panelists: Jean-Luc Bourdon, Ellen Bruno, Chris DeBlanc, Michael Goodman, Brooke Salvini, Scott Sprinkl...
Step 1: Why should I offer tax & financial planning advisory services? {Building a Tax & Financial Planning Advisory Business}
19 Apr 2019
Contributed by Lukas
Guests: Andrea Millar, CPA/PFS & Susan Tillery, CPA/PFS Category: Professional development CPAs and financial planning have been around for over a cen...
Your business as a retirement asset {PFP Section}
04 Apr 2019
Contributed by Lukas
Guest(s): David Grau, Sr. & Michael Goodman, CPA/PFS Category: Practice management In this episode, Michael Goodman, CPA/PFS interviews David Grau, pr...
Filing protective claims for refund {PFP Section}
03 Apr 2019
Contributed by Lukas
Guest(s): Bob Keebler, CPA/PFS & Mitchell Gans, JD Category: Technical In NC Department of Revenue v. The Kaestner Family Trust, the Supreme Court wi...
Lessons from the 9th hole: what current retirees have to say {PFP Section}
29 Mar 2019
Contributed by Lukas
Guest(s): Paula McMillan, CPA/PFS Category: Technical In this episode, Paula McMillan, CPA/PFS shares what current retirees have to say about retireme...
Making conversations count: integrated financial planning {PFP Section}
22 Mar 2019
Contributed by Lukas
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...
Creating a cohesive online presence {PFP Section}
15 Mar 2019
Contributed by Lukas
Guests: Erica Gellerman, CPA Category: Practice management In this episode, Erica Gellerman, CPA turned marketer is here to help you differentiate you...
The 3 Rs of the retainer model {PFP Section}
08 Mar 2019
Contributed by Lukas
Guests: Ed Fulbright, Sheila Padden, & Chip Simon Category: Practice management In this episode, CPAs and financial planners share their experiences w...
Tax reform: Section 199A & tax season {PFP Section}
01 Mar 2019
Contributed by Lukas
Guest(s): Bob Keebler, CPA/PFS & Nick Passini, CPA Category: Technical On January 18th, the IRS released the highly-anticipated final regulations on S...
Tax reform: Section 199A & retirement plan benefits {PFP Section}
01 Mar 2019
Contributed by Lukas
Guest(s): Bob Keebler, CPA/PFS & Ed Slott, CPA Category: Technical On January 18th, the IRS released the highly-anticipated final regulations on Secti...
Will your clients have enough to retire? {PFP Section}
15 Feb 2019
Contributed by Lukas
Guest(s): Paula McMillan, CPA/PFS Category: Technical In this episode, Paula McMillan, CPA/PFS gives an overview of the current environment that your ...
What is the national state of retirement {PFP Section}
15 Feb 2019
Contributed by Lukas
Guest(s): Paula McMillan, CPA/PFS Category: Technical In this episode, Paula McMillan, CPA/PFS. She answers the questions: How has the vision of a me...
8 reasons why you need to offer elder care financial planning services to your clients
30 Jan 2019
Contributed by Lukas
Guest(s): Jim Sullivan, CPA/PFS Category: Technical In this podcast, Jim Sullivan, CPA/PFS, discusses elder planning strategies and answers these ques...
Tax reform: When does real estate qualify for the 199A deduction {PFP Section}
23 Jan 2019
Contributed by Lukas
Guest(s): Bob Keebler, CPA/PFS Category: Technical On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the ...
Tax reform: Section 199A final regulations {PFP Section}
23 Jan 2019
Contributed by Lukas
Guest(s): Bob Keebler, CPA/PFS Category: Technical On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the ...
Taxes and Estate Planning {PFP Section}
11 Jan 2019
Contributed by Lukas
Guest(s): Lisa Featherngill, CPA/PFS Category: Technical In this podcast, Lisa Featherngill, CPA/PFS discusses the impact of taxes on estate planning ...
Education planning tips for 2019 {PFP Section}
04 Jan 2019
Contributed by Lukas
Guest(s): Ross Riskin, CPA/PFS Category: Technical In this podcast, Ross Riskin, CPA/PFS discusses college and financial aid planning tips from The Ad...