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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 https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.
 
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The Movement seeks a world of liberty; a world in which all individuals are sovereign over their own lives and no one is forced to sacrifice his or her values for the benefit of others. We believe that respect for individual rights is the essential precondition for a free and prosperous world, that force and fraud must be banished from human relationships, and that only through freedom can peace and prosperity be realized. It is every person's right to engage in any activity that is peaceful ...
 
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show series
 
If current tax reform proposals become law, there will be many issues to be mindful of with planning for trusts. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, helps you get ahead of these changes so that you can plan for your clients to be ready for impending changes. Bob discusses: How the proposed higher income tax and capital…
 
With a lot of unknowns going into the last quarter of the year, top CPA financial planners have been gathering to share conversations that they’re having with clients now. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, reviews a collection of ideas and thoughts that have been discussed in his Athena study group and other CPA fina…
 
The House Ways & Means Committee recently released its proposed 2021 tax reform legislation. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, covers the changes being considered that would impact income tax planning, including: Funding the IRS and using tax reform to improve social safety nets Additional childcare credits and other…
 
If you have clients with more than 10 million in their traditional IRAs, Roth IRAs, and vested defined contribution plans, they may have to take distributions to keep the aggregate plan balances below a certain threshold beginning in 2022. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, gets you up to speed related to: The new pro…
 
The latest proposals suggest that the estate tax exemption may revert back to pre-TCJA levels in January, 2022. In order not to lose the estate tax exemption that exist today, it may be necessary to make use of this exemption before year-end for your relevant clients. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, fills you in on…
 
If you have been contemplating a Roth conversion for yourself or for your clients, you will want to tune in to this PFP Section podcast episode to hear Steve Siegel’s case for doing this before the year ends. Steve discusses his top five reasons for doing a Roth conversion in 2021, including: Potential limits on Roth conversions in the future Propo…
 
On September 13th, the House Ways & Means Committee released long anticipated draft legislation which could lead to major tax changes effective January 1, 2022. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, walks you through the key areas of interest so that you can plan ahead with your clients in the event these proposals becom…
 
CPA financial planners are often in a position to be the first to recognize declining cognitive function in a client. Reina Schlager, CPA/PFS, takes you through a summary of her 6-part series so that you can protect your clients financially and ensure a smooth transition of care. She covers: Does an 18-year-old need a durable POA? Client experience…
 
It’s anyone’s guess what will happen with tax laws given all the proposals floating around. If you have clients concerned about losing the estate exclusion available to them today yet they are reluctant to transfer assets outright to children and grandchildren, the spousal lifetime access trust (SLAT) may be the perfect strategy. Tune in as estate …
 
When you determine that your client needs a plan for transition of care, you will discover that there are endless options. In part 5 of this PFP Section podcast series, Reina Schlager, CPA/PFS, helps you sift through the pros and cons of each so that you can best guide your client. She discusses: Home and respite care Ranges of care facilities and …
 
Investment decisions are often made based on unconscious biases and motivations. When we help our clients understand the why behind their money, they will be able to make informed choices. In this episode of the PFP Section podcast, Join Bob Stammers, CFA and Director of Investor Engagement at CFA Institute and Lisa Kueng, Managing Director at Inve…
 
Putting a plan in place prior to recognizing dementia in your clients is ideal. In part 4 of this PFP Section podcast series, Reina Schlager, CPA/PFS, discusses the following: Why it’s important to act while your clients are healthy Planning documents and other considerations Preserving dignity for the impaired client What can go awry and how to av…
 
CPA financial planners may be the first to recognize dementia in their client and this can go a long way towards protecting the client’s assets and ensuring a proper care plan is put in place. In part 3 of this podcast series, Reina Schlager, CPA/PFS, discusses the following: The ten warning signs that your client may be declining mentally Examples…
 
As health savings accounts (HSA) are triple tax free (contribution, growth, qualified withdrawals), these accounts, their uses and balances continue to grow. In this episode of the PFP Section podcast, Kelley Long shares advanced strategies and common misconceptions of HSAs including: Shoe box strategy for HSAs Using HSAs to address unknowns in ret…
 
One of the potential tax changes widely discussed is the replacement of the IRC Section 1014 basis adjustment with gain realization at gift, death, and certain other transfers. In this episode of the PFP Section podcast, Bob Keebler and Marty Shenkman share the impact this could have on clients, including: The difference between funding trusts on a…
 
Billions of dollars are lost each year due to fraudulent acts against older Americans. In this episode of the PFP Section podcast, Erin Scheithe with the Consumer Financial Protection Bureau (CFPB) gives you tips, tools, and resources to help you and your clients spot, prevent, and report elder financial exploitation. She covers the following topic…
 
Neuroscience aficionado and financial planner Christine Moriarty has made it her life’s mission to connect psychology to financial planning. In this episode of the PFP Section podcast, Christine answers the following questions to support you to best serve your clients. Why does psychology matter to financial advisors today more than ever? What has …
 
People are going through a reckoning of how they want to operate in the world. How can you make your life the well lived life that you want and do the same for your clients? Lauren Minch interviews gerontologist and life stage expert Barbara Waxman in this episode of the PFP Section podcast. Takeaways include: The importance of focusing on the life…
 
There is a large divide between the believers and the skeptics of environment, social, and governance (ESG) investing. In this episode of the PFP Section podcast, Bob Huebscher interviews experts Larry Swedroe and Sam Adams to get their opinions on whether investment performance is sacrificed, or risk is increased when limiting to ESG mandate funds…
 
States have ramped up their methods for generating revenue in recent years and the pandemic has added more complexity with many employees working from home. In this episode of the PFP Section podcast, Lauren Minch interviews state tax expert and attorney Mark Klein to get his take on the following topics: When do employees need to beware of double …
 
On May 28, 2021, the Biden Administration released its “Green Book” for the federal government’s 2022 fiscal year. Tune in as Jonathan Blattmachr, Bob Keebler, and Marty Shenkman share the key items you need to be aware of to get ahead of planning with your clients. They discuss the following topics in this episode of the PFP Section podcast: What …
 
Where we call home became even more important over the last year. In this episode of the PFP Section podcast, Brad Breeding, continuing care retirement community (CCRC) and lifecare community expert, answers the following questions: Has anything changed in retirement community living with the events of the past year? What should clients be thinking…
 
There are 40.4 million unpaid caregivers for adults age 65 and older in the US. Many don’t have professional training which can lead to elder financial exploitation. In this episode of the PFP Section podcast, Lisa Schifferle, with the Consumer Financial Protection Bureau’s Office for Older Americans, provides tips and resources for how you can bes…
 
Learn the retirement planning 7-step process that is highly effective for all of Mackey McNeill’s clients even though they have very different personalities and relationships with money. In this episode of the PFP Section podcast, Mackey fills you in on her method and how her clients have thrived as a result. She and Joe O’Gorman provide examples o…
 
If you’ve wondered how your peers approach their check in meetings with their clients, this episode of the PFP Section podcast is for you. Mackey McNeill, CPA/PFS, shares how she engages with her clients as their lives evolve. She discusses the following ideas: Invite clients to regularly reach out versus waiting for a set meeting Encourage them to…
 
With tax increases and estate exemption decreases on the horizon, Bob Keebler walks you through several ways that Roth conversions may be beneficial sooner rather than later in this episode of the PFP Section podcast. Some ideas shared include: The advantages of Roth IRAs for those who will owe estate tax What to think about for clients with lesser…
 
Guest: Bob Keebler, CPA/PFS On Wednesday, April 28th, President Biden gave his first congressional address. As part of his plan for the nation, he proposed a long term capital gain rate of 39.6% for households with income over 1 million, restoration of the top marginal tax rate of 39.6% for those earning over $400,000, and elimination of the step u…
 
Guest: Bob Keebler, CPA/PFS In preparation for a potential cap on itemized deductions and restoration of the pease limitation for those with taxable income above $400,000, Bob Keebler covers what to be considering for 2021 planning with clients, including: Client scenarios that will make timing ramifications significant The cap on retirement benefi…
 
Guest: Bob Keebler, CPA/PFS On April 9th, 2021, the IRS released updated Publication 590-B which has caused much confusion with retirement planning experts. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, puts the key aspects on your radar so that you can best advise families you are helping who have experienced deaths after January 1, 2…
 
Guest: Bob Keebler, CPA/PFS Under the Biden proposals, the capital gain and qualified dividend rate will be 39.6% for those with income of 1 million or more. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, helps you get ahead of this with your clients by sharing: What to be mindful of if we jump to a 39.6% capital gain rate and lose the …
 
Guest: Bob Keebler, CPA/PFS On March 29th the Senate’s Van Hollen and House’s Pascrell released proposals that would result in the realization of capital gains on the date property is transferred by gift, trust, or death. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, gets you up to speed on the latest, including: What the proposals say…
 
Guest: Bob Keebler, CPA/PFS This bill, introduced into the US Senate on March 25, 2021, could lay the groundwork for what’s ahead with changes to estate, gift, and trust rules. If passed, the effective date would be December 31st, 2021 and would result in significant increases to federal estate and gift tax. In this PFP Section podcast episode, Bob…
 
Guest: Mackey McNeill, CPA/PFS Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including: If your clients loved investments, they wouldn’t use your services. At the end of the planning process, refine the plan by…
 
Guest: Dr. Eric Bean Overseeing your team and serving your clients amid a pandemic, tax season, economic concerns, and all else that life brings can be a pressure cooker. Learn how to transform how you face these circumstances from high performance executive coach Dr. Eric Bean in this PFP Section podcast episode. Eric shares: Three research suppor…
 
President Biden signed off on the latest relief for businesses and individuals late last week. You can learn the specifics you need to know for your clients in this PFP Section podcast episode from Bob Keebler, CPA/PFS, including: The ins and outs of the restaurant revitalization grant program Expansion of the employee retention credit and EIDL loa…
 
Guest: Bob Keebler, CPA/PFS Many experts expect the estate tax exemption to decrease to $5 million or $3.5 million under the current administration. Therefore, we are in a potential use it or lose it situation with respect to today’s exemption. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, fills you in on: Understanding what’s likely t…
 
Guest: Lyle Benson, CPA/PFS AICPA PFP Summit brings together financial planning thought leaders to talk about what will take them, their clients, and their firms to the next level. In this PFP Section podcast episode, Lyle Benson shares takeaways from the January event such as: The power of having clarity on the core values and purpose of your firm…
 
Guest: Steve Siegel, J.D., LL.M. For your high income and net worth clients, there are many savvy strategies that can meet their benevolent desires while also providing for their loved ones and saving significant tax. In this PFP Section podcast episode, Steve Siegel, J.D., LL.M., fills you in on: The benefits of qualified charitable distributions …
 
Guest: Steve Siegel, J.D., LL.M. The CARES Act introduced new rules in 2020 to encourage donations to charitable organizations during the pandemic. In this PFP Section podcast, Steve Siegel discusses: 2020 charitable contribution rules for individuals and business to be aware of when filing tax returns 2021 giving strategies, including changes made…
 
2021 is going to be a tricky year in terms of how to best advise clients since we don’t know what tax laws will change and when they may go into effect. In this 5-part series, Bob Keebler, CPA/PFS, walks you through the key areas to be mindful of so that opportunities aren’t missed with your clients. In this PFP Section podcast episode, Bob covers …
 
Guests: Mackey McNeill, CPA/PFS Creating a meaningful experience for your clients has become even more important over the past year. Mackey McNeill, CPA/PFS, has gamified her process to bring fun to retirement planning. In this episode of the PFP Section podcast, she shares her approach, step by step, including: How she opens the conversation to in…
 
Guests: Brooke Salvini, CPA/PFS and AJ Fudge, JD This episode is dedicated in loving memory of Gypsy, Salvini Financial Planning’s Happiness Advisor. 2/3rds of American household’s own pets and most consider them a cherished member of their family. Every year, countless animals end up homeless because plans have not been made for their care. In thi…
 
Guests: Ryan Firth, CPA/PFS, Shehan Chandrasekera, CPA, and John Strohmeyer, J.D., LL.M. With recent Bitcoin appreciation and the IRS becoming more proactive with tracing transactions, you may have clients interested in learning more or wondering how their activities impact their taxes. In this episode of the PFP Section podcast, experts Ryan Firth…
 
Guests: Susan Bruno, CPA/PFS Give your clients peace of mind that their loved ones will be secure by learning about important factors when guiding their life insurance decisions. In this episode of the PFP Section podcast, Susan Bruno, CPA/PFS, answers the following questions: Who is the most unbiased professional to work with? What needs to be con…
 
Guest: Bob Keebler, CPA/PFS Recorded on Tuesday, January 5th, Bob Keebler, CPA/PFS, shares what you will want to think about for your clients as a result of Tuesday’s election. From Social Security and Roth conversion planning to wealth transfer and charitable giving implications, tune in to get more details on the following topics: What to be mind…
 
Guests: Susan Tillery, CPA/PFS and Dave Stolz, CPA/PFS Congratulations on making it through 2020! Join your PFP Executive Committee and PFS Credential Committee chairs, Susan Tillery, CPA/PFS, and Dave Stolz, CPA/PFS, as their share tips for success for your business and clients and fill you in on what the PFP Division is doing for you in 2021. Lis…
 
Guest: Mackey McNeill, CPA/PFS Being in the people business of personal financial planning often requires shifting from an expert with all the answers to a coach who ask questions and listens. In this episode of the PFP Section podcast, Mackey McNeill, CPA/PFS, gives you the framework she uses for her first meeting with her retirement clients, incl…
 
CPA financial planners are in a position to be one of the first to spot cognitive decline with their clients. Knowing what signs to look for and what to do next can go a long way towards protecting your aging clients. In this episode of the PFP Section podcast, Reina Schlager, CPA/PFS, discusses: The nine domains of diminished capacity Warning sign…
 
Panelists: Bob Keebler, CPA/PFS and David Slenn, JD The Internal Revenue Service has recently increased scrutiny of micro-captive insurance structures and time is of the essence to take corrective measures for your clients. Bob Keebler, CPA/PFS, interviews expert David Slenn to get you up to speed on this issue. David answers the following question…
 
Guests: Mackey McNeill, 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 …
 
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