Guest(s): Paula McMillan, CPA/PFS Category: Technical In this episode, Paula McMillan, CPA/PFS gives an overview of the current environment that your clients are face as they approach retirement age, including the obstacles and your role as their CPA adviser in helping them overcome them. She answers the questions: What’s the one thing that mat ...…

Guest(s): Paula McMillan, CPA/PFS Category: Technical In this episode, Paula McMillan, CPA/PFS. She answers the questions: How has the vision of a meaningful retirement and the tools to achieve it evolved over the last several decades? What is today’s vision of a meaningful retirement? What do your clients fear most about financing retirement? ...…

Guest(s): Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office Category: Technical In this podcast, Nadine Lee, CPA/PFS discusses executive compensation. She answers the questions: Why do your clients need to understand and proactively manage equity-based accumulations with a conscious st ...…

Guests: Lisa Featherngill, CPA/PFS with Nancy Amick and Amy Jucoski Category: Practice management What makes you an invaluable voice in your clients’ lives? In this podcast, Lisa Featherngill interviews Nancy Amick and Amy Jucoski, who share a sneak peek of their session at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAG ...…

Guest(s): Jim Sullivan, CPA/PFS Category: Technical In this podcast, Jim Sullivan, CPA/PFS, discusses elder planning strategies and answers these questions: Why should you offer elder planning services to your clients? How has elder planning practice changed over the last decade? How can you help your clients navigate the complexities of elder ...…

Guests: Lyle Benson, CPA/PFS & Ted Sarenski, CPA/PFS Category: Practice management What makes you an invaluable voice in your clients’ lives? In this podcast, Lyle Benson and Ted Sarenski share a sneak peek of the Best Ideas Panel, at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Find out: What are the practical appl ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS shares details on the provisions, specifically Notice 2019-07 and answers: When does real estat ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS shares an overview of the IRS guidance that was released. Find out: What are the major changes ...…

Guests: Mitch Anthony & Michael Kitces Category: Practice management What makes you an invaluable voice in your clients’ lives? In this podcast, Michael Kitces interviews Mitch Anthony about just that. Let’s take a sneak peek into his session, You and Your Clients, at the 2019 Advanced Personal Financial Planning Conference at AICPA ENGAGE. Fin ...…

Guest(s): Lisa Featherngill, CPA/PFS Category: Technical In this podcast, Lisa Featherngill, CPA/PFS discusses the impact of taxes on estate planning and answers the questions: What are the major tax considerations practitioners should take into account when doing estate planning? What pitfalls should clients be aware of? What are some good str ...…

Guest(s): Ross Riskin, CPA/PFS Category: Technical In this podcast, Ross Riskin, CPA/PFS discusses college and financial aid planning tips from The Adviser’s Guide to Education Planning. He specifically addresses: Timing of tuition bill payments Determining retirement planning contributions Impact of allowances, including the education savings ...…

Category: Practice management Guest(s): Lyle Benson, Brooke Salvini, Susan Tillery, and Matt Treskovich CPA/PFS credential holders – Brooke Salvini, Susan Tillery, and Matt Treskovich – share with you, professional to professional, what the PFP Division is doing for you and for the profession. They also share some specific ways they better serv ...…

Guest(s): Oscar Vives Ortiz, CPA/PFS Category: Technical In this podcast, Oscar Vives Ortiz, CPA/PFS discusses the impact of taxes on retirement planning and answers the questions: What are the major tax considerations practitioners should take into account when doing retirement planning? What are some tax-efficient draw-down strategies? What i ...…

Guest(s): Larry Swedroe & Kevin Grogan Category: Technical In this podcast, Larry Swedroe and Kevin Grogan of Buckingham Strategic Wealth discuss how to use the science of investing to create efficient portfolios and reduce the risk of Black Swans to capture returns with less volatility. Access the related resources from this podcast: More inve ...…

Guest(s): Tracy Stewart, CPA/PFS Category: Technical In this podcast, Tracy Stewart, CPA/PFS discusses the impact of the Tax Cuts and Jobs Act on divorces and strategies you should consider with your clients in 2018 and 2019. She specifically addresses alimony, tax issues regarding dependents, and legal and professional fees paid in connection ...…

Guest(s): Chris Benson, CPA/PFS, Jennifer Birchett, CPA/PFS, Debbie Meyer, CPA/PFS Category: Practice management In this podcast, three CPA financial planners share how technology allows them to serve their clients and add value to the planning process and client relationship. Moving from excel to integrated software systems to gain efficiencie ...…

Guest(s): Jennifer Birchett, CPA/PFS Category: Practice management Let’s all admit that we would like to remember all the important details, big or small, in our clients’ lives, but we need help with that. Jennifer Birchett, CPA/PFS shares how technology allows her to serve clients in their best interest and make them feel valued, including: Ho ...…

Guest(s): Deborah Meyer, CPA/PFS Category: Practice Management Deborah Meyer, CPA/PFS walks through her client experience process and the technology that helps her serve her clients in an efficient and effective manner. Learn how you can leverage technology so that you can spend your time doing what you do best and giving your clients the most ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical The paradigm of year-end planning has dramatically shifted as a result of the Tax Cuts and Jobs Act. In this podcast, Bob Keebler, CPA/PFS provides insight into financial and tax planning opportunities, including the Section 199A qualified business income deduction to consider with your clients ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical The paradigm of year-end planning has dramatically shifted as a result of the Tax Cuts and Jobs Act. In this podcast, Bob Keebler, CPA/PFS provides insight into financial and tax planning opportunities, including ”opportunity zones” to consider with your clients and implement by December 31. Ac ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical The paradigm of year-end planning has changed as a result of the Tax Cuts and Jobs Act. In this podcast, Bob Keebler, CPA/PFS provides insight into financial and tax planning opportunities, including a checklist of strategies to consider with your clients and implement by December 31. Access th ...…

Guests: Michael Goodman, CPA/PFS & Ed Jacobson, PhD Category: Professional development True leadership is showing up as who you really are and being present. What does it mean to be present? Who are you present for? How are you present for yourself? What is it like when you bring your best self, your “A game” to a situation – whether it’s with ...…

Guests: Lyle Benson, CPA/PFS & Marie Swift Category: Professional development How do you communicate your value to your clients? What helps them distinguish you, as a CPA financial planner, from other financial advisers? Marie Swift and Lyle Benson, CPA/PFS talk about answering these questions and more to help you dig deep: to understand what m ...…

Guests: Michael Goodman, CPA/PFS & Angie Herbers Category: Professional development What does a growth barrier look and feel like? How do you define growth for your firm? What does that mean for your firm? Angie Herbers and Michael Goodman, CPA/PFS talk about answering these questions and more to help you make better decisions around growth, wh ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical On August 8, the IRS released the highly-anticipated proposed regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS provides insight into advanced financial and tax planning opportunities under IRC Section 199A, ...…

Guest(s): Evan Carroll Category: Practice Management Robots are not coming for our jobs, but it doesn’t mean that we should keep doing our jobs the same way over time. In this podcast, learn how to embrace artificial intelligence and take your client relationships to the next level. Expert Evan Carroll covers: Types of artificial intelligence H ...…

Guest: Ryan Firth, CPA & Shehan Chandrasekera, CPA Category: Practice management Your clients may be curious about cryptocurrency, and you want them to come to you for guidance on navigating this nuanced asset. In this podcast, “crypto” enthusiasts and practitioners share valuable insights and planning considerations that you should be aware of ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical Under the Tax Cuts and Jobs Act, Roth IRAs are still a smart retirement savings strategy for many despite the new law’s repeal of Roth recharacterizations. In this video podcast, Bob Keebler, CPA/PFS covers the advanced planning techniques, including: Roth IRA conversions in-depth Mathematics a ...…

Guest(s): Bob Keebler, CPA/PFS & Jerry Schreiber, CPA Category: Technical While we cannot control what happens during a natural disaster like Hurricane Florence, we can help our clients prepare when disaster strikes and regain a sense of balance during the recovery process. Bob Keebler, CPA/PFS interviews Jerry Schreiber, CPA on: Record-keeping ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical Under the Tax Cuts and Jobs Act, Roth IRAs are still a smart retirement savings strategy for many despite the new law’s repeal of Roth recharacterizations. In this video podcast, Bob Keebler, CPA/PFS covers the basics, including: General concepts Taxation of Roth IRA distribution Mathematics an ...…

Guests: Lyle Benson, CPA/PFS, Deborah Meyer, CPA/PFS, and Tracy Stewart, CPA/PFS Category: Professional development CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented pr ...…

Guests: Lyle Benson, CPA/PFS, Brooke Salvini, CPA/PFS, and David Stolz, CPA/PFS Category: Professional development CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented pro ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical As a result of recent tax reform, we will see a seismic shift in planning opportunities, particularly from estate tax planning to income tax planning. Bob Keebler, CPA/PFS discusses strategies to consider for your high net worth clients, including: Section 199A qualified business income plannin ...…

Guest: Evan Carroll Category: Practice management Evan Carroll is back to continue our journey toward deepening client relationships through technology. In this episode, he talks about bitcoin and other forms of cryptocurrency and considerations when advising your clients. The importance of becoming a resource for your clients What to do when y ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical On August 8, the IRS released the highly-anticipated proposed regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS provides insight into four tax and financial planning opportunities under the Section 199A propo ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical On August 8, the IRS released the highly-anticipated proposed regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS provides an overview of the proposed regulations, including terms, computations, and other clari ...…

Guest(s): Bob Keebler, CPA/PFS Category: Technical If you work with business owner clients, you’re probably looking for answers to their questions and opportunities to help them with planning. Bob Keebler, CPA/PFS provides and overview of the Section 199A qualified business income deduction, including: Client scenario examples Tax planning cons ...…

Guest: Evan Carroll Category: Practice management Blockchain made its public debut 10 years ago, but we are only beginning to understand the uses and impact in our practices. It’s said that blockchain will have the same powerful impact on business transformation as the internet has had. Using imagery, examples and cases, Evan Carroll describes ...…

Guest(s): Michael Goodman, CPA/PFS & Ben Westerman, CPA/PFS Category: Professional Development Mentoring doesn’t have to be a formal, structured process but finding the right mentor and getting the most out of this mentor/mentee relationship can be challenging regardless of which role you take. Hear from Michael Goodman, CPA/PFS and Ben Westerm ...…

Guest(s): Ted Sarenski, CPA/PFS Category: Technical With “gray divorce” rate on the rise, understanding the Social Security spousal benefits is critical when advising your Baby Boomer clients. Ted Sarenski, CPA/PFS helps you navigate the rules for claiming social security in a divorce situation. Access the related resources from this podcast: T ...…

Guest(s): Ted Sarenski, CPA/PFS Category: Technical According to the Social Security Administration, 1 in 4 people will become disabled; therefore, it’s important to understand the rules so that you can educate and advise your clients on Social Security disability. Ted Sarenski, CPA/PFS covers: Requirements to obtain Social Security disability ...…

Guest(s): David Stolz, CPA/PFS Category: Technical Your clients’ financial plans are more than just the numbers. Quantifying your clients’ “happiness” through the process of designing a financial plan with their life goals in mind helps them integrate joy and fun into their day-to-day and long-term vision. Access the related resources from this ...…

Guest(s): Scott Sprinkle, CPA/PFS & Ted Sarenski, CPA/PFS Category: Technical & practice management This year at AICPA ENGAGE, the energy and cutting-edge content was unparalleled with thought-provoking questions, candid insights, deep technical dives and even some radical ideas along with extensive networking opportunities to connect with your ...…

Guest: Evan Carroll Category: Practice management Allow technology to do what it does best, so you can do what you do best. Using the framework of three Rs – relationship, responsiveness, and readiness – you can leverage technology so that you can spend more time working with your clients with an “enhanced human touch,” adding tremendous value ...…

Guests: Andrea Millar, CPA/PFS & Susan Tillery, CPA/PFS Category: Professional development CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented professionals. These are ex ...…

Guest(s): Ross Riskin, CPA/PFS Category: Technical Ross Riskin shares five tips to consider when advising your clients on planning for education, specifically when applying for financial aid. Access the related resources from this podcast: Advising Clients on Planning for Education The episode is brought to you by the AICPA’s Personal Financial ...…

Guest(s): Lyle Benson, CPA/PFS & Steve Siegel, JD, LLM Category: Technical Lyle Benson interviews Steve Siegel on some commonly asked questions related to tax reform and the 2017 Tax Cuts and Jobs Act, including the impact of changes with regard to: Entity choice Real estate and rentals and pass-through entities Net investment income tax Sectio ...…

Guest(s): Robert Keebler, CPA/PFS Category: Technical The House Ways and Means Committee released draft tax reform legislation on November 2, 2017 and subsequently released amendments to the proposal this week. The Tax Cuts and Jobs Act, H.R. 1, incorporates many of the provisions listed in the Republicans’ September tax reform framework while ...…

Guest(s): Robert Keebler, CPA/PFS Category: Technical The House Ways and Means Committee released draft tax reform legislation on Thursday. The Tax Cuts and Jobs Act, H.R. 1, incorporates many of the provisions listed in the Republicans’ September tax reform framework while providing new details. Bob Keebler discusses the House tax reform bill ...…

Guest(s): Robert Keebler, CPA/PFS Category: Technical Bob Keebler shares drawdown and portfolio strategies under the 2017 Tax Cuts and Jobs Act and how to advise your clients, including: Overview of tax reform for investors IRC Section 199A qualified business income Key concepts drawdown strategies Access the related resources from this podcast ...…