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American Institute of CPAs - Personal Financial Planning (PFP)

Business & Economics Podcasts

Welcome to the AICPA Personal Financial Planning Section podcast. 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.

Welcome to the AICPA Personal Financial Planning Section podcast. 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.

Location:

United States

Description:

Welcome to the AICPA Personal Financial Planning Section podcast. 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.

Language:

English

Contact:

9194014830


Episodes

Three common money mindsets that may be holding your clients back {PFP Section}

8/12/2022
There may be subconscious internal barriers to wealth that are getting in the way of the goals and lifestyle that your clients say they want most. In this episode of the PFP Section podcast, Kelley Long, CPA/PFS, helps you identify when these money stories have taken control and how to help your clients see the truth of the matter so they can shift their behavior. Kelley shares: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the...

Duration:00:20:35

The tax and legal aspects of trust situs {PFP Section}

8/5/2022
Where your clients choose to set up a trust can have significant tax and legal ramifications. There are nuances to consider whether you are involved in setting up new trusts for your clients or contemplating moving a trust to another state. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews attorney experts Jonathan Blattmachr and Richard Nenno to get their take on what CPAs and advisors need to be thinking about related to locating trusts. They answer the following...

Duration:00:27:19

Deeper CPA financial planner connections with Howard Safer {PFP Section}

7/29/2022
Howard Safer, CPA/PFS, fell into financial planning when he worked for business owners who valued Howard’s ability to respond to personal finance questions and bring balance to their lives above all other services. He shares his story and nuggets of wisdom in this PFP Section podcast guided by Lyle Benson, CPA/PFS. Howard discusses: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to...

Duration:00:32:33

How to guide clients going through divorce {PFP Section}

7/22/2022
Divorce is often extremely difficult for all parties involved. In this episode of the PFP Section podcast, Dave Stolz, CPA/PFS, shares how to support clients through this challenging time. He discusses: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. Women, Divorce, and Money Women, Divorce, and Money This episode is brought to you by the...

Duration:00:24:20

A primer on international and cross border planning {PFP Section}

7/15/2022
With 30 million individuals living in the US who were born abroad and 8.7 million Americans living overseas in 180 countries, there’s a good chance you will be approached with cross border and international questions. In this episode of the PFP Section podcast, Global Financial Planning (GFP) Institute founder Ashley Murphy answers the following questions: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit ...

Duration:00:25:08

Five questions to get clients to act on their estate planning {PFP Section}

7/8/2022
Estate planning is a hot topic with potential law changes on the horizon and sunset back to the pre Tax Cut & Jobs Act amounts in 2026. In this episode of the PFP Section podcast, JG Gassman, CPA/PFS, talks with Frazer Rice, J.D., about effective questions to use to engage with clients to make sure their plan is in order. Some may sense for new clients only and others are good to use to check in with ongoing clients. The questions are: Access resources related to this podcast: Note: If...

Duration:00:24:57

Talking to clients about market volatility {PFP Section}

7/1/2022
Even if you’re not managing money for your clients, they likely look to you as their CPA to provide a sounding board and peace of mind when they see their hard-earned money in the hands of volatile markets. In this episode of the PFP Section podcast, Kelley Long, CPA/PFS, shares how she talks her clients off the ledge so that they don’t make decisions they regret or that aren’t in their long-term best interest. Kelley shares: Access resources related to this podcast: Note: If you’re using a...

Duration:00:16:13

Deeper CPA financial planner connections with Akemi Dalvi {PFP Section}

6/24/2022
Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad’s offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit ...

Duration:00:26:23

Using oil and gas investments to offset passive losses {PFP Section}

6/17/2022
If you have clients with large passive loss carryforwards and you’re looking for ways to absorb these sooner rather than later, investing in oil and gas may be your answer. Join expert Dave Dyer, JD, as he is interviewed by Bob Keebler, CPA/PFS, to fill you in on the opportunities. Dave answers the following questions: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/. This episode is brought to you by the AICPA’s Personal...

Duration:00:17:42

How the newly proposed clawback regulations impact estate planning {PFP Section}

6/10/2022
On April 27, 2022, the IRS released proposed regulations that provide further guidance to the anti-clawback regulations released in 2019. In this PFP Section podcast, Bob Keebler gets you back up to speed on what the 2019 regulations addressed and what you need to be mindful of with the 2022 regulations. He fills you in on how this new guidance applies to estate planning transfers such as notes, GRATs, GRITs, QPRTs, 2701 freezes, and transfers included in an estate. Access resources related...

Duration:00:24:32

How the new actuarial tables impact estate planning strategies {PFP Section}

6/3/2022
Newly proposed actuarial tables were released on May 5th to value annuities, life estates, remainders, and reversions. To guide you in how this impacts current estate planning transactions, Bob Keebler interviews Larry Katzenstein and Vince Lackner in this episode of the PFP Section podcast. They discuss: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with...

Duration:00:19:00

Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}

5/26/2022
Scott Sprinkle, CPA/PFS, learned early in his career that financial planning was his passion because of the difference it made for his clients. He plays the role of financial quarterback, touching the ball with every interaction and decision. Tune in and gain ideas for your own practice as Lyle Benson, CPA/PFS, interviews Scott in this episode of the PFP Section podcast. They discuss: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink...

Duration:00:35:24

Transitioning to retirement and the 4% rule {PFP Section}

5/20/2022
Retirement is one of life’s most significant transitions because everything changes. Your career likely gives you connection to relationships, meaningful work, a steady paycheck, and a structure to follow. You can give peace of mind to your clients by helping them find purpose in life post retirement and providing guidance so that they don’t fear running out of money. Lauren Minch interviews Oscar Vives, CPA/PFS. They discuss: Access resources related to this podcast: Note: If you’re using...

Duration:00:20:32

Common investment mistakes {PFP Section}

5/13/2022
This time of uncertainty and market volatility may lead to an increase in clients making investment decisions that aren’t in their best interest. In this episode of the PFP Section podcast, Lauren Minch, CPA, CFA, interviews Kevin Grogan, CFA, to get his take on common trends he sees with many different types of clients. They discuss: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/...

Duration:00:16:45

Retiree funding of healthcare prior to age 65

5/6/2022
Figuring out health insurance for early retirees can be shrouded in confusion, frustration, and mystery. In this episode of the PFP Section podcast, Kelley Long, CPA/PFS, discusses options that are available for your clients. She answers the following questions: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. Access the PFP/PFS exclusive Guide...

Duration:00:25:13

Traps to look out for when IRAs are payable to trusts {PFP Section}

5/4/2022
With the SECURE Act’s 10-year payout rule, it becomes more important to understand how income flows from IRA to trust to beneficiary and the surprising consequences that may arise. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews Jere Doyle, JD, LLM. Jere responds to these questions: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with...

Duration:00:18:38

Deeper CPA financial planner connections with Ted Sarenski {PFP Section}

4/29/2022
Ted Sarenski is in a sweet spot of life where he is doing what he loves most at work and has reaped the benefits of the relationships and business he created. He shares his story in this new podcast series hosted by Lyle Benson, CPA/PFS. Ted discusses: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. Deeper CPA Financial Planner ConnectionsTax...

Duration:00:31:29

Slott and Keebler on the complex new RMD rules {PFP Section}

4/27/2022
During tax season, the IRS released SECURE Act proposed regulations that came with some surprises and made calculating RMDs more complicated. In this episode of the PFP Section podcast, Bob Keebler interviews Ed Slott to get you up to speed on the latest. They discuss: Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links. How the 2022 SECURE Act...

Duration:00:33:01

Using legacy letters to help clients articulate their wishes {PFP Section}

4/22/2022
The term legacy can come across as vague and intimidating. Often it is associated with assets left behind at death. In this episode of the PFP Section podcast, expert Susan Turnbull sheds light on the broader way to view legacy that will support your clients to get in touch with the difference they want to make in the lives of others now and later. Getting clear on these desires will help you to create a more targeted financial plan while also having meaningful conversations with your...

Duration:00:29:54

Cryptocurrency: Discover three ways to add value for your clients {PFP Section}

4/15/2022
Cryptocurrency has drawn attention in 2022 with super bowl ads, President Biden’s executive order, and its role in the conflict between Russia and Ukraine. In this episode of the PFP Section podcast, Ryan Firth, CPA/PFS, shares how you can add value for your clients who are interested investing in or learning more about virtual currency. Ryan covers: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with...

Duration:00:20:04