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Year-end planning conversations to have now {PFP Section)
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When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? Feed inativo status. Nossos servidores foram incapazes de recuperar um feed de podcast válido por um período razoável.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 304123924 series 2293825
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 financial planner panels. Lyle gives an overview of what he and his peers are talking about with their clients in the following areas:
- Income tax planning, including the capital gain rate increase and opportunities for gain harvesting
- Retirement planning, from reviewing assumptions used in plans to getting ahead of tax proposals
- Estate planning changes and the need to line up attorneys and valuation experts now
- Charitable giving strategies such as donor advised funds and making use of the 100% AGI limit for cash contributions
- Investment planning, including educating clients about the purpose of bonds in their portfolios
- Insurance planning and the renewed interest in ILITs, disability coverage, and annuities
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Register for our year-end planning webcast that is free with CPE for PFP/PFS members.
- Access the Proactive Planning Toolkit audio learning to hear about tax proposals impacting individuals.
- Access the Adviser’s Guide to Financial & Estate Planning for more on planning with your clients.
This 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. Also, 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, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app
246 episódios
Year-end planning conversations to have now {PFP Section)
American Institute of CPAs - Personal Financial Planning (PFP)
Série arquivada ("Feed inativo " status)
When? This feed was archived on November 04, 2022 19:01 (). Last successful fetch was on September 23, 2022 04:48 ()
Why? Feed inativo status. Nossos servidores foram incapazes de recuperar um feed de podcast válido por um período razoável.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 304123924 series 2293825
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 financial planner panels. Lyle gives an overview of what he and his peers are talking about with their clients in the following areas:
- Income tax planning, including the capital gain rate increase and opportunities for gain harvesting
- Retirement planning, from reviewing assumptions used in plans to getting ahead of tax proposals
- Estate planning changes and the need to line up attorneys and valuation experts now
- Charitable giving strategies such as donor advised funds and making use of the 100% AGI limit for cash contributions
- Investment planning, including educating clients about the purpose of bonds in their portfolios
- Insurance planning and the renewed interest in ILITs, disability coverage, and annuities
Access resources related to this podcast: Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/ to access show notes with direct links.
- Register for our year-end planning webcast that is free with CPE for PFP/PFS members.
- Access the Proactive Planning Toolkit audio learning to hear about tax proposals impacting individuals.
- Access the Adviser’s Guide to Financial & Estate Planning for more on planning with your clients.
This 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. Also, 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, gain access to valuable member-only benefits or learn about our PFP certificate program.
Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search “AICPA Personal Financial Planning” on your favorite podcast app
246 episódios
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