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American Institute of CPAs - Personal Financial Planning (PFP)
Tax | Retirement | Estate | Risk Management | Investments
Category: Education
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December 07, 2020 12:11 PM PST

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.

November 26, 2020 09:00 PM PST

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:

  • What is a GRIP and how does it work?
  • In which circumstances does this technique make sense?
  • What features would you include in the partnership agreement?
  • Is there a risk of clawback?
  • What is the downside to implementing this strategy?

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.

November 19, 2020 09:00 PM PST

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:

  • Distinction between residency and domicile
  • Actions to sever domicile in one state and create it in another
  • Five essential factors that state auditors focus on when determining domicile
  • Ramifications of remote working across state lines during the pandemic

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.

November 12, 2020 09:00 PM PST

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:

  • What is Biden’s capital gains proposal and who will it impact?
  • If the tax law changes, when could it take effect?
  • Should you encourage clients to accelerate gains into 2020?
  • What planning strategies will work best if the proposal becomes law?

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.

November 05, 2020 08:49 AM PST

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:

  • How the senate could shake out and what this means for changes in tax policy
  • The most important democratic party tax policy themes to keep in mind when planning for your clients
  • The risk of retroactivity of tax law changes back to 1/1/21 under certain circumstances
  • Planning solutions to consider for your clients this year given the uncertainty ahead

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.

October 29, 2020 09:00 PM PDT

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:

  • Turning traditional year-end tax planning on its head by accelerating income and gains into 2020
  • Taking advantage of estate planning strategies while we have favorable laws
  • Helping clients rethink their retirement planning financially and emotionally
  • Getting back to basics with investment planning

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.

October 21, 2020 09:00 PM PDT

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:

  • Going deeper to understand what is changing with client goals and making room for aha moments
  • How to engage with clients who are anxious or grieving
  • What to say about the investment markets, uncertainty in the economy and the politics that we’re facing now
  • Discussions to have about year-end planning and what could be coming

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.

October 16, 2020 06:33 AM PDT

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

  • The highest impact planning like capital gains, estate and charitable planning, and Roth conversions
  • Considerations such as bracket management, timing of deductions, gain and loss harvesting, NUA, and donor advised funds

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.

October 08, 2020 09:00 PM PDT

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:

  • The background on the confusion with allowable deductions caused by TCJA
  • What is deductible and how are the excess deductions classified when they flow through to the beneficiary
  • How miscellaneous itemized deductions are handled, including investment advisory fees
  • What can and should be addressed in the months ahead to benefit your clients

 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.

October 02, 2020 06:13 AM PDT

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:

  • Helping to physically protect your clients
  • Recognizing when family members need to be told
  • Treating the client with dignity
  • Noticing when a guardianship needs to be put in place
  • Knowing when to bring in other advisors
  • Making sure client wishes are met with their care

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.

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