American Institute of CPAs - Personal Financial Planning (PFP)
By AICPA
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Description
Welcome to the AICPA Personal Financial Planning Section podcast channel. Subscribe to receive unlimited access to free podcasts on technical and practice management topics from nationally known experts and thought leaders as well as valuable insights and updates on professional issues. Visit us online at www.aicpa.org/pfp to join our community and gain access to valuable member-only benefits.
| Name | Description | Released | Price | ||
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1 |
CleanWill your clients have enough to retire? {PFP Section} | Guest(s): Paula McMillan, CPA/PFS Category: Technical In this episode, Paula McMillan, CPA/PFS ... | 2/15/2019 | Free | View in iTunes |
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2 |
CleanWhat is the national state of retirement {PFP Section} | Guest(s): Paula McMillan, CPA/PFS Category: Technical In this episode, Paula McMillan, CPA/PFS.... | 2/15/2019 | Free | View in iTunes |
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3 |
CleanABCs of executive compensation {PFP Section} | Guest(s): Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & Preside... | 2/13/2019 | Free | View in iTunes |
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4 |
CleanBusiness succession planning for your clients: an AICPA ENGAGE sneak peek {PFP Section} | Guests: Lisa Featherngill, CPA/PFS with Nancy Amick and Amy Jucoski Category: Practice managemen... | 2/6/2019 | Free | View in iTunes |
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5 |
Clean8 reasons why you need to offer elder care financial planning services to your clients | Guest(s): Jim Sullivan, CPA/PFS Category: Technical In this podcast, Jim Sullivan, CPA/PFS, dis... | 1/30/2019 | Free | View in iTunes |
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6 |
CleanBest ideas panel: an AICPA ENGAGE sneak peek {PFP Section} | Guests: Lyle Benson, CPA/PFS & Ted Sarenski, CPA/PFS Category: Practice management What mak... | 1/25/2019 | Free | View in iTunes |
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7 |
CleanTax reform: When does real estate qualify for the 199A deduction {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical On January 18th, the IRS released the highly... | 1/22/2019 | Free | View in iTunes |
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8 |
CleanTax reform: Section 199A final regulations {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical On January 18th, the IRS released the highly... | 1/22/2019 | Free | View in iTunes |
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9 |
CleanYou and your clients: an AICPA ENGAGE sneak peek {PFP Section} | Guests: Mitch Anthony & Michael Kitces Category: Practice management What makes you an inva... | 1/17/2019 | Free | View in iTunes |
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10 |
CleanTaxes and Estate Planning {PFP Section} | Guest(s): Lisa Featherngill, CPA/PFS Category: Technical In this podcast, Lisa Featherngill, CP... | 1/10/2019 | Free | View in iTunes |
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11 |
CleanEducation planning tips for 2019 {PFP Section} | Guest(s): Ross Riskin, CPA/PFS Category: Technical In this podcast, Ross Riskin, CPA/PFS discus... | 1/3/2019 | Free | View in iTunes |
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12 |
Clean2018 looking back & looking forward {PFP Section} | Category: Practice management Guest(s): Lyle Benson, Brooke Salvini, Susan Tillery, and ... | 12/27/2018 | Free | View in iTunes |
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13 |
CleanTaxes and Retirement Planning {PFP Section} | Guest(s): Oscar Vives Ortiz, CPA/PFS Category: Technical In this podcast, Oscar Vives Ortiz, CP... | 12/21/2018 | Free | View in iTunes |
| 14 | CleanVideoUsing the science of investing to create efficient portfolios {PFP Section} | Guest(s): Larry Swedroe & Kevin Grogan Category: Technical In this podcast, Larry Swedroe a... | 12/13/2018 | Free | View in iTunes |
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15 |
CleanHow tax reform has affected divorces {PFP Section} | Guest(s): Tracy Stewart, CPA/PFS Category: Technical In this podcast, Tracy Stewart, CPA/PFS di... | 12/6/2018 | Free | View in iTunes |
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16 |
CleanHow technology allows us to serve our clients better {PFP Section} | Guest(s): Chris Benson, CPA/PFS, Jennifer Birchett, CPA/PFS, Debbie Meyer, CPA/PFS Category: Pra... | 11/29/2018 | Free | View in iTunes |
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17 |
CleanHow technology enhances my relationships with clients {PFP Section} | Guest(s): Jennifer Birchett, CPA/PFS Category: Practice management Let’s all admit that w... | 11/22/2018 | Free | View in iTunes |
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18 |
CleanHow technology equips me to be efficient in my practice {PFP Section} | Guest(s): Deborah Meyer, CPA/PFS Category: Practice Management Deborah Meyer, CPA/PFS walks thr... | 11/15/2018 | Free | View in iTunes |
| 19 | CleanVideoTax reform & year-end planning for the qualified business income deduction {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical The paradigm of year-end planning has dramat... | 11/13/2018 | Free | View in iTunes |
| 20 | CleanVideoTax reform opportunity zones for year-end planning {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical The paradigm of year-end planning has dramat... | 11/12/2018 | Free | View in iTunes |
| 21 | CleanVideoEssential ideas for year-end planning {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical The paradigm of year-end planning has change... | 11/11/2018 | Free | View in iTunes |
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22 |
CleanTrue Leadership: Bringing Your Best Self to Your Clients, Your Team Mates...and Everybody Else {PFP Section} | Guests: Michael Goodman, CPA/PFS & Ed Jacobson, PhD Category: Professional development True... | 11/8/2018 | Free | View in iTunes |
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23 |
CleanMarketing that works: Business-building strategies of highly successful advisers {PFP Section} | Guests: Lyle Benson, CPA/PFS & Marie Swift Category: Professional development How do you co... | 11/1/2018 | Free | View in iTunes |
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24 |
CleanGrowth barriers: The formula for transformational growth {PFP Section} | Guests: Michael Goodman, CPA/PFS & Angie Herbers Category: Professional development What do... | 10/25/2018 | Free | View in iTunes |
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25 |
CleanAdvanced planning strategies under Section 199A regulations {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical On August 8, the IRS released the highly-ant... | 10/18/2018 | Free | View in iTunes |
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26 |
CleanHow You Can Use Artificial Intelligence and Robo Advising to Help Your Clients {PFP Section} | Guest(s): Evan Carroll Category: Practice Management Robots are not coming for our jobs, but it... | 10/11/2018 | Free | View in iTunes |
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27 |
CleanPlanning & tax considerations when transacting in virtual currencies {PFP Section} | Guest: Ryan Firth, CPA & Shehan Chandrasekera, CPA Category: Practice management Your clien... | 10/4/2018 | Free | View in iTunes |
| 28 | CleanVideoAdvanced Roth IRA Planning {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical Under the Tax Cuts and Jobs Act, Roth IRAs a... | 9/27/2018 | Free | View in iTunes |
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29 |
CleanWhen your client is facing disaster losses {PFP Section} | Guest(s): Bob Keebler, CPA/PFS & Jerry Schreiber, CPA Category: Technical While we cannot c... | 9/24/2018 | Free | View in iTunes |
| 30 | CleanVideoRoth IRA Basics {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical Under the Tax Cuts and Jobs Act, Roth IRAs a... | 9/20/2018 | Free | View in iTunes |
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31 |
CleanHow to serve as a hyper-specialist in planning & tax advisory services {PFP Section} | Guests: Lyle Benson, CPA/PFS, Deborah Meyer, CPA/PFS, and Tracy Stewart, CPA/PFS Category: Profe... | 9/13/2018 | Free | View in iTunes |
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32 |
CleanHow to serve as your clients’ primary point of contact in planning & tax advisory services {PFP Section} | Guests: Lyle Benson, CPA/PFS, Brooke Salvini, CPA/PFS, and David Stolz, CPA/PFS Category: Profes... | 9/6/2018 | Free | View in iTunes |
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33 |
CleanPlanning and tax considerations for high net worth individual {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical As a result of recent tax reform, we will se... | 8/30/2018 | Free | View in iTunes |
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34 |
CleanAdvising your clients on cryptocurrency/bitcoin (Part 3 of 4) {PFP Section} | Guest: Evan Carroll Category: Practice management Evan Carroll is back to continue our journey ... | 8/23/2018 | Free | View in iTunes |
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35 |
CleanFinancial & tax planning strategies under Section 199A regulations {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical On August 8, the IRS released the highly-ant... | 8/17/2018 | Free | View in iTunes |
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36 |
CleanOverview of Section 199A regulations {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical On August 8, the IRS released the highly-ant... | 8/17/2018 | Free | View in iTunes |
|
37 |
CleanSection 199A: Planning considerations for business-owner clients {PFP Section} | Guest(s): Bob Keebler, CPA/PFS Category: Technical If you work with business owner clients, you... | 8/7/2018 | Free | View in iTunes |
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38 |
CleanBlockchain and Your Planning & Tax Advisory Practice {PFP Section} | Guest: Evan Carroll Category: Practice management Blockchain made its public debut 10 years ago... | 8/3/2018 | Free | View in iTunes |
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39 |
CleanReimagining the mentor/mentee experience {PFP Section} | Guest(s): Michael Goodman, CPA/PFS & Ben Westerman, CPA/PFS Category: Professional Developme... | 7/30/2018 | Free | View in iTunes |
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40 |
CleanSocial Security and divorce {PFP Section} | Guest(s): Ted Sarenski, CPA/PFS Category: Technical With “gray divorce” rate on the... | 7/20/2018 | Free | View in iTunes |
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41 |
CleanSocial Security and disability benefits {PFP Section} | Guest(s): Ted Sarenski, CPA/PFS Category: Technical According to the Social Security Administra... | 7/11/2018 | Free | View in iTunes |
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42 |
Clean3 ways to help your clients integrate happiness into their financial plan {PFP Section} | Guest(s): David Stolz, CPA/PFS Category: Technical Your clients’ financial plans are more... | 7/6/2018 | Free | View in iTunes |
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43 |
CleanEngage to succeed: top highlights from AICPA Advanced PFP Conference {PFP Section} | Guest(s): Scott Sprinkle, CPA/PFS & Ted Sarenski, CPA/PFS Category: Technical & practice... | 6/29/2018 | Free | View in iTunes |
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44 |
CleanWhy you should embrace technology instead of fear it {PFP Section} | Guest: Evan Carroll Category: Practice management Allow technology to do what it does best, so ... | 6/22/2018 | Free | View in iTunes |
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45 |
CleanLeading you into the future of CPAs in planning & tax advisory services {PFP Section} | Guests: Andrea Millar, CPA/PFS & Susan Tillery, CPA/PFS Category: Professional development ... | 6/15/2018 | Free | View in iTunes |
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46 |
Clean5 Tips to Help Your Clients with Financial Aid Planning {PFP Section} | Guest(s): Ross Riskin, CPA/PFSCategory: TechnicalRoss Riskin shares five tips to consider when ad... | 5/2/2018 | Free | View in iTunes |
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47 |
CleanFAQs on Tax Reform {PFP Section} | Guest(s): Lyle Benson, CPA/PFS & Steve Siegel, JD, LLMCategory: Technical Lyle Benson interv... | 5/2/2018 | Free | View in iTunes |
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48 |
CleanAmendments to Proposed H.R. 1 Tax Reform Bill {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: TechnicalThe House Ways and Means Committee released d... | 5/2/2018 | Free | View in iTunes |
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49 |
CleanWhat the Proposed H.R. 1 Tax Reform Bill Means for Individuals and Estates {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: TechnicalThe House Ways and Means Committee released d... | 5/2/2018 | Free | View in iTunes |
| 50 | CleanVideoTax Reform & DrawDown and Strategies {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: Technical Bob Keebler shares drawdown and portfolio s... | 5/2/2018 | Free | View in iTunes |
| 51 | CleanVideoTax Reform & Real Estate Considerations {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: TechnicalBob Keebler covers tax planning ideas for rea... | 5/2/2018 | Free | View in iTunes |
| 52 | CleanVideoTax Reform & the Qualified Business Income Deduction {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: Technical Bob Keebler discusses the IRC Section 199A ... | 5/2/2018 | Free | View in iTunes |
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53 |
CleanRoth Conversions by Asset Class {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: TechnicalImplementing Roth conversions by asset class ... | 10/27/2017 | Free | View in iTunes |
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54 |
CleanRelief for Late Portability Election {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: Technical In June 2017, IRS released Rev. Proc. 201... | 10/27/2017 | Free | View in iTunes |
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55 |
CleanTax Reform Proposal from the Trump Administration {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: TechnicalBob Keebler outlines the broad principles for... | 10/27/2017 | Free | View in iTunes |
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56 |
CleanFinancial and Tax Planning Considerations Under Trump’s Tax Reform Framework {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: Technical Bob Keebler reviews President Trump’s... | 10/27/2017 | Free | View in iTunes |
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57 |
CleanSuccession Planning Podcast Series - Part 1 {PFP Section} | Guest(s): Michael Goodman, CPA/PFS & David DeVoeCategory: Practice Management Michael Goodma... | 10/27/2017 | Free | View in iTunes |
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58 |
CleanCybersecurity and Ransomware – Protecting Yourself from Attack {PFP Section} | Guest(s): Joel Bruckenstein & Bill EdelmanCategory: Practice ManagementGiven the recent ranso... | 9/29/2017 | Free | View in iTunes |
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59 |
CleanAmerican Health Care Act {PFP Section} | Guest(s): Ted Sarenski, CPA/PFSCategory: TechnicalDiscussion on how the American Health Care Act,... | 9/29/2017 | Free | View in iTunes |
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60 |
CleanThe Latest on Social Security {PFP Section} | Guest(s): Ted Sarenski, CPA/PFSCategory: TechnicalMost recent Social Security proposals and how t... | 9/29/2017 | Free | View in iTunes |
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61 |
CleanDisclosure Requirements Under the Proposed 2704 Regulations {PFP Section} | Guest(s): Robert Keebler, CPA/PFSCategory: TechnicalMeeting the adequate disclosure requirements ... | 9/29/2017 | Free | View in iTunes |
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62 |
CleanDivorce Later in Life: Strategies for CPAs to Discuss with Clients {PFP Section} | Guest(s): Janice GreenCategory: TechnicalThe financial principles and asset attributes that are s... | 9/29/2017 | Free | View in iTunes |
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63 |
CleanDivorce Later in Life and the Role of the CPA Financial Planner {PFP Section} | Guest(s): Janice GreenCategory: TechnicalUnique factors and financial considerations of gray divo... | 9/29/2017 | Free | View in iTunes |
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64 |
CleanTax and Financial Planning for 2017-2018 under Trump and Ryan Proposals {PFP Section} | Guest(s): Robert Keebler, CPA/PFS & Bob GordonCategory: Technical Planning strategies to con... | 9/29/2017 | Free | View in iTunes |
| 64 Items |
Customer Reviews
Essential for CPAs in Financial Services
I get over 200 emails a week relating to the profession and the PFP emails are one of the few I always open upon receipt. The speakers for the podcasts are always top notch, and my only previous complaint was that I couldn’t access them from the podcasts app!
Blockchain
The podcast is a good primer on the subject if you have not yet learned the basics.
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