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American Institute of CPAs - Personal Financial Planning (PFP)
Tax | Retirement | Estate | Risk Management | Investments
Category: Education
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March 26, 2020 09:00 PM PDT

Guests:  Bob Keebler, CPA/PFS

In this episode, Bob Keebler, CPA/PFS, shares tax planning ideas that are important to consider with families of recent decedents amid record low oil prices and bond rates coupled with market losses, including:

  • How can you leverage the loss harvesting strategy to tactfully offset gains over the next few years without violating the wash sale rules or your fiduciary responsibility?
  • How do you create liquidity while coordinating with the alternative valuation date?
  • When do you fund pecuniary clauses and how do you avoid funding with appreciated securities?

Access the related resources from this podcast:

  • Visit aicpa.org/pfp/covid19 to find financial planning strategies and client facing materials to navigate COVID-19.

The episode is brought to you by the AICPA’s Personal Financial Planning Section (www.aicpa.org/pfp), 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 (www.aicpa.org/pfs) 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.

March 23, 2020 08:07 AM PDT

Guests:  Bob Keebler, CPA/PFS and Dave Stolz, CPA/PFS

Now is a time when many people are having anxiety about the current and future state of their investment portfolio. Those who have a good understanding of markets are confident that all will be well in the long term and will hold steady so they don’t miss the market surge. For particularly nervous clients, it is important to communicate how their cash and investment portfolio are protected in a doomsday scenario, reinforcing your value and reassuring your clients that you have their best interest at the forefront of all you do. In this episode, Bob Keebler, CPA/PFS, interviews Dave Stolz, CPA/PFS, about ideas to consider with your clients to protect their portfolio during a volatile market, including:

  • What are some effective ways to hold cash?
  • How is your cash protected with FDIC insurance?
  • What is SPIC insurance and how does it protect your investment accounts?
  • How can you utilize T-bills in your portfolio?
  • Should you consider gold and cryptocurrency?
  • If you have a large tax liability, how do you keep your cash safe until the July 15 payment deadline?

Access the related resources from this podcast:

The episode is brought to you by the AICPA’s Personal Financial Planning Section (www.aicpa.org/pfp), 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 (www.aicpa.org/pfs) 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.

March 19, 2020 08:36 AM PDT

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

COVID-19 is bringing much change and uncertainty to the world and it’s important to find calm amid the chaos. No one can control market volatility, with fear being a major influencer on the fluctuations, though investment principles have not changed. In this episode, Susan Tillery, CPA/PFS, chair of the PFP Executive Committee, and Dave Stolz, CPA/PFS, chair of the PFS Credential Committee, share how they are putting their clients first – and in doing that, reinforcing the value of the CPA financial planner. They address the following questions:

  • How are your clients reacting and what are you saying to them?
  • What assurances can you give your clients about the market outlook and their financial plan?
  • How do you interact with a particularly nervous client, family member or friend?
  • What can CPAs do to lead and be a source of calm in this time of uncertainty?
  • How do you take care of you so that you are your best for your clients and family?
  • What are some ways that you can help others in your community?

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.

March 19, 2020 09:00 PM PDT

Guest: Bob Keebler, CPA/PFS

Health concerns related to COVID-19 are top of mind and finances are likely a close second. No one can control market volatility and often the portfolio advice during this time is to hold steady. However, there are proactive income tax planning techniques that work well in a volatile market, reinforcing your value and reassuring your clients that you have their best interest at the forefront of all you do. In this episode, Bob Keebler, CPA/PFS, shares ideas to consider with your clients during a volatile market, including:

  • What factors should you consider with Roth conversions when the market fluctuates?
  • How do you go about capital loss harvesting without violating the wash-sale rules?
  • How can you make the most effective use of ISO and NSO exercise?

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.

March 05, 2020 09:00 PM PST

Guests: Michael Goodman, CPA/PFS

In this encore* episode, Michael Goodman, CPA/PFS interview generation 2 (G2) members, Chris Benson and Eric Hehman, about succession planning for personal financial planners, including:

  • The business models and background of each’s succession planning experience
  • How the succession planning process was initiated and what happened next
  • Balancing formal and informal elements of the succession plan development
  • Discussion of the timeline and shift in roles and responsibilities during transition
  • The importance of open and honest communication with the G1 successee
  • How succession fits with your life plan
  • Lessons learned and actionable takeaways, including what G1 can do to strengthen the partnership with G2 during the transition process

*This episode originally appeared on www.aicpa.org/pfp in August 2017. The nature of this content is still accurate and relevant and we hope you enjoy this series.

Access the related resources from this podcast:

Don’t miss other succession planning podcasts!

  • Succession planning: Q&A with David DeVoe
  • Success tips from Generation 1
  • Success tips from Generation 2

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.

March 03, 2020 09:20 AM PST

Guests:  Bob Keebler, CPA/PFS, and Lyle Benson, CPA/PFS

In this episode, recorded at the close of markets on February 28th, Lyle Benson, CPA/PFS, and Bob Keebler, CPA/PFS, discuss:

  • How to communicate with clients during this uncertain time to bring them peace of mind and keep them focused on the long-term perspective and purpose of their investment strategy
  • Income and estate planning techniques that work well in a volatile market and low interest rate environment, including Roth conversations, gain/loss harvesting, funding GRATs, IDGT sales, and more
  • Other considerations such as alternative valuation dates for estates and life insurance reviews 

 Access the related resources from this podcast:

  • Use this Broadridge client alert to help clients understand the potential global economic impact and the recent US stock market pull back.
  • Visit Broadridge Advisor and search “market volatility” to find other client-friendly resources.
  • Read this example of a communication to help keep clients calm, written by Chris Benson, CPA/PFS.

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.

February 27, 2020 09:00 PM PST

Guest: Michael Goodman, CPA/PFS

In this encore* episode, Michael Goodman, CPA/PFS interview generation 1 (G1) members– Lyle Benson, Beth Gamel, and Steve Levey^– about succession planning for personal financial planners, including:

  • The business models and background of each’s succession planning experience
  • The genesis of the succession plan vision
  • How advisors can overcome obstacles, like fear, in order to take the first steps toward succession planning  
  • The importance of succession planning to address the unexpected
  • How each approached anticipated challenges and, in hindsight, what unanticipated challenges were surprising
  • Advice for practitioners who want to move forward in the succession planning process

*This episode originally appeared on www.aicpa.org/pfp in August 2017. The nature of this content is still accurate and relevant and we hope you enjoy this series.

^ Steve Levey has since passed away; yet, his legacy has impacted and benefited so many in our PFP Section community and are grateful for his contribution.

Access the related resources from this podcast:

Don’t miss other succession planning podcasts!

  • Succession planning: Q&A with David DeVoe
  • Success tips from Generation 1
  • Success tips from Generation 2

^ Steve Levey has since passed away; yet, his legacy has impacted and benefited so many in our PFP Section community and are grateful for his contribution.

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.

February 20, 2020 09:00 PM PST

Guests: David DeVoe & Michael Goodman, CPA/PFS

In this encore* episode, Michael Goodman, CPA/PFS interviews expert, David DeVoe, Founder and Managing Director, DeVoe & Company, about succession planning for personal financial planners, including:

  • How David’s practitioner perspective and his entrepreneurship led him to become an expert in succession planning for financial planners
  • How succession planning has evolved and why industry demographics make it critically important
  • The primary reasons why adoption of formal succession plans remains low
  • The first steps to take toward creating a succession plan
  • Creating a succession plan that aligns with the goals and objectives of your life plan
  • What you need to know when the CPA firm is affiliated with an RIA firm
  • The different approaches for internal succession versus external succession options
  • The benefits of working with a succession planning firm

*This episode originally appeared on www.aicpa.org/pfp in August 2017. The nature of this content is still accurate and relevant and we hope you enjoy this series.

Access the related resources from this podcast:

Don’t miss other succession planning podcasts coming soon!!

^ Steve Levey has since passed away; yet, his legacy has impacted and benefited so many in our PFP Section community and are grateful for his contribution.

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

February 13, 2020 09:00 PM PST

Guest:  Bob Keebler, CPA/PFS

In this 40-minute in-depth episode, Bob Keebler CPA/PFS walks you through the mathematics of the SECURE Act, including:

  • What are the three best solutions to address the 10-year rule that eliminates Stretch IRAs and how do you apply them?
  • What are special circumstances you need to address and how do you apply the appropriate strategies?
  • How do you run the numbers to determine the best strategies to use with your clients?

Access the related resources from this podcast:

Don’t miss other SECURE Act podcasts!

  • Practical Solutions for your clients
  • Eligible Beneficiary Exceptions
  • IRAs payable to trusts
  • IRAs payable to conduit trusts
  • Mathematics of estate planning for IRAs
  • Roth conversions and the proposed SECURE Act*
  • A cure for the SECURE Act: using CRTs*

*Recorded prior to SECURE Act passage but the strategies still apply

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.

March 12, 2020 09:00 PM PDT

Guests:  Lyle Benson, CPA/PFS & Michael Goodman, CPA/PFS

In this episode, Lyle Benson, CPA/PFS and Michael Goodman, CPA/PFS give you an inside look at AICPA PFP Summit, including:

  • What makes PFP Summit unique and different
  • Highlights from PFP Summit sessions and how can you implement them in your own practice, such as:
    • Engaging with Generation Next
    • Using mindfulness in your practice
    • Measuring client satisfaction and where do you focus your energy on improvements
    • Engaging clients in the planning process to act on their recommendations
    • Building a growth element into your client services culture
    • Envisioning your unique succession plan
    • Attracting the right talent to build your team
    • Communicating your value proposition

Access the related resources from this podcast:

Don’t miss other PFP Summit sneak-peek podcasts!

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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