117 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 https://future.aicpa.org/topic/financial-planning to join our community and gain access to valuable member-only benefits.

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

    • Education
    • 4.6 • 32 Ratings

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.

    Philanthropy techniques for your wealthier clients {PFP Section}

    Philanthropy techniques for your wealthier clients {PFP Section}

    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 (QCDs), the limitations, and the importance of timing this right The beauty of charitable remainder trusts, especially in an environment where capital gain rates may increase, and the cons The value of charitable lead trusts for your most affluent clients and why this may become a more popular technique if other wealth transfer strategies go by the wayside 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.
    If you’re looking for ideas for your everyday clients, check out Steve’s charitable giving strategies for the masses. Use Steve’s Adviser’s Guide to Financial & Estate Planning (included with PFP/PFS membership) as a reference library for a deep technical dive on charitable planning and much more. Visit Broadridge Advisor (included with PFP/PFS membership) to find client facing resources to educate and communicate with your clients about giving and many other planning topics. 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.

    • 26 min
    Charitable donation strategies for the masses {PFP Section}

    Charitable donation strategies for the masses {PFP Section}

    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 to the above the line deduction and increased penalties for improperly claimed deductions Common mistakes or misses to be on the lookout for with your clients related to estate, gift, and trust charitable deductions 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.
    Use Steve’s Adviser’s Guide to Financial & Estate Planning as a reference library for a deep technical dive on charitable planning and much more. Check out Broadridge Advisor for client facing resources to educate and communicate with your clients about giving and many other planning topics. 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.

    • 24 min
    Part 1: Important planning strategies to consider in 2021 {PFP Section}

    Part 1: Important planning strategies to consider in 2021 {PFP Section}

    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 planning for the potential change to step up in basis at death, including:
    What are the 4 ways that the law could play out? With the uncertainty, what planning ideas should you think about in 2021? 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.
    Listen to 2021 best ideas for you, your clients, and your business. Register to attend the latest and greatest with Roth conversion planning. Use the Adviser’s Guide to Financial & Estate Planning as a reference guide for current law. 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.

    • 11 min
    The new approach to retirement planning: part 3 {PFP Section}

    The new approach to retirement planning: part 3 {PFP Section}

    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 invite her clients in Why she has her clients who are couples create their goals separately What she says to get clients out of the data gathering weeds How she creates an ideal and acceptable financial plan to help with decision making 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.
    The new approach to retirement planning: part 1 The new approach to retirement planning: part 2 Guide to Practical Retirement Planning 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.

    • 24 min
    Integrating pet planning into your financial planning practice {PFP Section}

    Integrating pet planning into your financial planning practice {PFP Section}

    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 this episode of the PFP Section podcast, you will hear from animal lovers and experts Brooke Salvini, CPA/PFS and AJ Fudge, JD, as they discuss the following issues:
    How to incorporate pet care into estate planning documents What to think about with pet insurance and emergency planning Who to consider as referral sources for specialized expertise Why the pandemic has heightened the need for pet planning 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.
    Book: Petriarch: The Complete Guide to Financial and Legal Planning for a Pet’s Continued Care Book: A Life of Love: Mandatory Reading for Animal Owners 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.

    • 30 min
    The latest on virtual currency as you head into tax season {PFP Section}

    The latest on virtual currency as you head into tax season {PFP Section}

    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, CPA/PFS, Shehan Chandrasekera, CPA, and John Strohmeyer, J.D., LL.M. respond to the following questions:
    When do you have a reportable tax event and how do you minimize tax? What happens when bitcoin is used to purchase personal property or a cup of coffee? What is the best way to track these transactions for tax reporting purposes? What strategies should you be aware of for your clients? 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.
    Article: Six tax planning strategies for low-cost-basis cryptocurrency Courses covering blockchain, IRS guidance, and more Video: Blockchain and cryptocurrencies: what you need to know 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.

    • 30 min

Customer Reviews

4.6 out of 5
32 Ratings

32 Ratings

BenCA99 ,

Very helpful even for the non-CPA personal investor

As just a do it yourself non-CPA personal investor managing my own investment assets in retirement, I’ve found these AICPA podcasts immensely valuable and interesting. The episodes covering Roth conversion strategies and the coming SECURE act provisions have been particularly helpful.

anonymous mn ,

Hey accountants—Sound quality matters

Every single episode sounds like it was recorded in a tin can. There is NO good reason for this. Please find a marketing person, or just any person with any sense, and ask them to help you find a decent microphone or way to record somebody remotely.

HookedOnSuccess ,

Outstanding and Practical Information

If you are like me, time is critical. Each episode of this podcast has been filled with practical advice and resources that save me time while providing the highest quality of PFP services to our clients. The individuals presented in each episode are the leaders of their specialty within the PFP profession.

If you have limited time yet desire proven, pragmatic strategies for your business, this is the podcast for you.

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