94 episodes

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.

American Institute of CPAs - Personal Financial Planning (PFP) AICPA

    • Education

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.

    Mathematics of the SECURE Act In-Depth {PFP Section}

    Mathematics of the SECURE Act In-Depth {PFP Section}

    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:

    Slide deck to complement the audio
    Impact of tax reform on planning toolkit
    Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program.

    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.

    • 40 min
    Estate administration for IRAs and qualified plans {PFP Section}

    Estate administration for IRAs and qualified plans {PFP Section}

    Guest: Bob Keebler, CPA/PFS
    Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

    What are the key tax and planning strategies to focus on for the families you serve?
    How can you use a disclaimer for 2019 deaths to use the life expectancy rules?
    What is the “ghost” rule and when does it apply?
    How can you use a conduit trust for effective estate planning?

    Access the related resources from this podcast:

    H.R.1994 - Setting Every Community Up for Retirement Enhancement Act of 2019
    Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler
    Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program.

    Don’t miss other SECURE Act podcasts!

    SECURE Act: Practical Solutions for your Clients (12/17/2019)
    Eligible Beneficiary Exception (1/10/2020)
    IRAs payable to trusts (1/17/2020)
    IRAs payable to conduit trusts (1/24/2020)
    Mathematics of estate planning for IRAs (1/31/2020)
    Estate Administration for IRAs and qualified plans (2/7/2020)

    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.

    • 15 min
    Mathematics of estate planning for IRAs {PFP Section}

    Mathematics of estate planning for IRAs {PFP Section}

    Guest: Bob Keebler, CPA/PFS
    Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

    What are the post-mortem payout rules?
    What are the mathematical solutions and strategies to help clients simulate the stretch IRA?

    Access the related resources from this podcast:

    H.R.1994 - Setting Every Community Up for Retirement Enhancement Act of 2019
    Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler
    Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program.

    Don’t miss other SECURE Act podcasts!

    SECURE Act: Practical Solutions for your Clients (12/17/2019)
    Eligible Beneficiary Exception (1/10/2020)
    IRAs payable to trusts (1/17/2020)
    IRAs payable to conduit trusts (1/24/2020)
    Mathematics of estate planning for IRAs (1/31/2020)
    Estate Administration for IRAs and qualified plans (2/7/2020)

    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.

    • 15 min
    SECURE Act: IRAs payable to conduit trusts {PFP Section}

    SECURE Act: IRAs payable to conduit trusts {PFP Section}

    Guest: Bob Keebler, CPA/PFS
    Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

    What are the requirements for a “safe haven” or conduit trust?
    How do you avoid a “conduit trust disaster”?
    When is it useful to use conduit trusts?

    Access the related resources from this podcast:

    H.R.1994 - Setting Every Community Up for Retirement Enhancement Act of 2019
    Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler
    Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program.

    Don’t miss other SECURE Act podcasts!

    SECURE Act: Practical Solutions for your Clients (12/17/2019)
    Eligible Beneficiary Exception (1/10/2020)
    IRAs payable to trusts (1/17/2020)
    IRAs payable to conduit trusts (1/24/2020)
    Mathematics of estate planning for IRAs (1/31/2020)
    Estate Administration for IRAs and qualified plans (2/7/2020)

    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.

    • 8 min
    SECURE Act: IRAs payable to trusts {PFP Section}

    SECURE Act: IRAs payable to trusts {PFP Section}

    Guest: Bob Keebler, CPA/PFS
    Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

    What is the key issue with trusts under the SECURE Act?
    What is the “conduit trust disaster”?
    When is it useful to use conduit trusts?
    What are rules for beneficiaries and exception beneficiaries?

    Access the related resources from this podcast:

    H.R.1994 - Setting Every Community Up for Retirement Enhancement Act of 2019
    Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler
    Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program.

    Don’t miss other SECURE Act podcasts!

    SECURE Act: Practical Solutions for your Clients (12/17/2019)
    Eligible Beneficiary Exception (1/10/2020)
    IRAs payable to trusts (1/17/2020)
    IRAs payable to conduit trusts (1/24/2020)
    Mathematics of estate planning for IRAs (1/31/2020)
    Estate Administration for IRAs and qualified plans (2/7/2020)

    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.

    • 15 min
    SECURE Act: Eligible Beneficiary Exceptions {PFP Section}

    SECURE Act: Eligible Beneficiary Exceptions {PFP Section}

    Guest: Bob Keebler, CPA/PFS
    Now that the SECURE Act is in effect, you need to know how this impacts your clients’ financial plans and what you can do to best serve them. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your clients:

    What are the 5 eligible beneficiary exceptions under the provisions of the SECURE Act?
    What solutions using trusts should you analyze to help your clients?
    What does this mean for your clients in 2020 and beyond?

    Access the related resources from this podcast:

    H.R.1994 - Setting Every Community Up for Retirement Enhancement Act of 2019
    Impact of Tax Reform on Planning Toolkit, including charts from Bob Keebler
    Demonstrate your competency in personal financial planning with the CPA/PFS credential or the PFP certificate program.

    Don’t miss other SECURE Act podcasts!

    SECURE Act: Practical Solutions for your Clients (12/17/2019)
    Eligible Beneficiary Exception (1/10/2020)
    IRAs payable to trusts (1/17/2020)
    IRAs payable to conduit trusts (1/24/2020)
    Mathematics of estate planning for IRAs (1/31/2020)
    Estate Administration for IRAs and qualified plans (2/7/2020)

    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.

    • 7 min

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