Guest: Mackey McNeil, 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 planning process on its head to get clients to buy in
• What she learned about people and psychology to create the best results for her clients
• Understanding the money biases that clients bring to the table and how to overcome these
Access resources related to this podcast:
• The Adviser’s Guide to Practical Retirement Planning (https://future.aicpa.org/resources/download/guide-to-practical-retirement-planning)
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.
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 respond to the following questions:
Access resources related to this podcast:
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.
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:
Access resources related to this podcast:
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.
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:
Access resources related to this podcast:
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.
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:
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This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.
Guest: Lyle Benson, CPA/PFS
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:
Access resources related to this podcast:
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.
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. Topics include:
Access resources related to this podcast:
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.
Guest: Bob Keebler, CPA/PFS
It’s been a year unlike any other and year-end planning is no different. The election has significant implications given the wide gap in tax policy between the two parties. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, breaks down the key areas to focus on, including:
What to look out for with a potential change in administrations
Access resources related to this podcast:
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.
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:
Access resources related to this podcast:
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.
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:
Access resources related to this podcast:
This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS Credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at www.aicpa.org/pfp to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.
Don’t miss an episode. Subscribe to our podcast series on iTunes, Pod-o-Matic or Spotify. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.