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American Institute of CPAs - Personal Financial Planning (PFP)
Tax | Retirement | Estate | Risk Management | Investments
Category: Education
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January 16, 2020 09:00 PM PST

Guest: Bob Keebler, CPA/PFS

Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

  • What is the key issue with trusts under the SECURE Act?
  • What is the “conduit trust disaster”?
  • When is it useful to use conduit trusts?
  • What are rules for beneficiaries and exception beneficiaries?

Access the related resources from this podcast:

Don’t miss other SECURE Act podcasts!

  • SECURE Act: Practical Solutions for your Clients (12/17/2019)
  • Eligible Beneficiary Exception (1/10/2020)
  • IRAs payable to trusts (1/17/2020)
  • IRAs payable to conduit trusts (1/24/2020)
  • Mathematics of estate planning for IRAs (1/31/2020)
  • Estate Administration for IRAs and qualified plans (2/7/2020)

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

January 09, 2020 09:00 PM PST

Guest: Bob Keebler, CPA/PFS

Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

  • What are the 5 eligible beneficiary exceptions under the provisions of the SECURE Act?
  • What solutions using trusts should you analyze to help your clients?
  • What does this mean for your clients in 2020 and beyond?

Access the related resources from this podcast:

Don’t miss other SECURE Act podcasts!

  • SECURE Act: Practical Solutions for your Clients (12/17/2019)
  • Eligible Beneficiary Exception (1/10/2020)
  • IRAs payable to trusts (1/17/2020)
  • IRAs payable to conduit trusts (1/24/2020)
  • Mathematics of estate planning for IRAs (1/31/2020)
  • Estate Administration for IRAs and qualified plans (2/7/2020)

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

January 03, 2020 12:00 AM PST

Guests: Susan Tillery, CPA/PFS & Dave Stolz, CPA/PFS

Whether you’re a new or veteran listener, we want you to feel at home with the AICPA PFP Division. Our purpose is to serve you, our community of CPA financial planners. In this episode, Susan Tillery, CPA/PFS and Chair of the PFP Executive Committee along with Dave Stolz, CPA/PFS and Chair of the PFS Credential Committee share what they are most looking forward to in 2020 from the PFP Division and what that means for you.

Access the related resources from this podcast:

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

December 17, 2019 01:56 PM PST

Guest: Bob Keebler, CPA/PFS

The SECURE Act passes as part of a spending package and is expected to be signed into law by the President before the end of the year to avoid a government shutdown. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

  • What are the important provisions of the SECURE Act that you need to know?
  • What are the most urgent issues to address with your clients?
  • What other solutions should you analyze to help your clients?
  • What new “traps” should you look out for?
  • What does this mean for your clients in 2020 and beyond?

Access the related resources from this podcast:

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

December 26, 2019 09:00 PM PST

Guest: Bob Keebler, CPA/PFS

In T.D. 9884, the IRS finalized proposed regulations issued in November 2018 (REG-106706-18), amending Regs. Sec. 20.2010-1 to conform with the temporary increase in the basic exclusion amount for estate and gift tax enacted by the Tax Cuts and Jobs Act. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge that will help best serve your clients:

  • What is the basic exclusion amount (BEA) and supplemental BEA?
  • What are some examples showing the computation?
  • What does this mean for your clients?

Access the related resources from this podcast:

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify! Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

December 12, 2019 09:00 PM PST

Guest: Michael Goodman, CPA/PFS & Kate Healy

Changing demographics of our population are requiring advisers to focus on the next generation of clients and planners. In this episode, Michael Goodman, CPA/PFS chats with Kate Healy, managing director of Generation Next at TD Ameritrade about her session at PFP Summit on understating diverse client behavior and communication preferences:

  • How is diversity a win for you, your practice, and your clients?
  • How does your practice and services need to evolve to meet the needs of NextGen clients?
  • What do you hope attendees with gain from this session and practicing mindfulness in business?

Transform to thrive at the PFP Summit in Austin, TX from January 27-29, 2020.

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

December 19, 2019 09:00 PM PST

Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office

Philanthropic planning is a unique opportunity for CPAs to help clients plan to use their wealth to support the public good. In this episode, Nadine Lee, CPA/PFS shares how you can help clients simplify and optimize gifting to charities by establishing donor advised funds.

  • What are the top five reasons to use a donor advised fund?
  • What are the tax opportunities you need to know about?
  • How can clients use a donor advised fund to make a donation of cash/marketable securities?
  • What are the unique opportunities to make a qualified donation using complex assets?

 Access the related resources from this podcast:

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

December 05, 2019 09:00 PM PST

Guest: Lyle Benson, CPA/PFS & Jody Jacobson, PhD

We are living in times where every moment is throwing something new at us. To thrive in this highly transformative time as a personal financial planner, you need to rethink the offerings and value you can deliver. In this episode, Lyle Benson, CPA/PFS chats with Jody Jacobson about her session at PFP Summit on cultivating mindfulness in your practice:

  • What is mindfulness? Why is it important?
  • How will mindfulness impact my relationships and my practice?
  • What do you hope attendees with gain from this session and practicing mindfulness in business?

Transform to thrive at the PFP Summit in Austin, TX from January 27-29, 2020.

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

November 28, 2019 09:00 PM PST

Guest: Bob Keebler, CPA/PFS

After nearly 20 years since the current set of life expectancy tables were released by the IRS, the IRS released proposed regulations to update these tables for an increase in the average lifespan. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge that will help best serve your clients:

  • What are the changes you need to know about?
  • What is the impact on lifetime RMDs?
  • What are the transitional rules?
  • When do they become effective?
  • What are the tax issues to consider?

Access the related resources from this podcast:

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

November 21, 2019 09:00 PM PST

Guest: Ryan Firth, CPA & Shehan Chandrasekera, CPA

Virtual currency experts Ryan Firth, CPA and Shehan Chandrasekera, CPA will discuss what you need to know about the recent IRS revenue ruling on virtual currencies to help you advise your clients:

  • What is virtual currency and cryptocurrency?
  • What are hard forks and airdrops?
  • What are the key takeaways from the IRS Q&A?
  • What are the practical challenges you need to be aware of?
  • How can you help your clients who transact in cryptocurrency?

Access the related resources from this podcast:

The 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 and 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 and gain access to valuable member-only benefits.

Don’t miss an episode – subscribe to our podcast series on iTunes or Pod-o-Matic or Spotify!. Just search for “AICPA Personal Financial Planning” on any Apple, Android or Windows device.

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