194 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 • 42 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.

    Deeper CPA financial planner connections with Akemi Dalvi {PFP Section}

    Deeper CPA financial planner connections with Akemi Dalvi {PFP Section}

    Akemi Dalvi, CPA/PFS, began her career working in audit at PwC. She loved the idea of working more intimately with clients, so she took her dad’s offer to join his financial planning business in 2008 and has since taken over as President. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, interviews Akemi. She responds to the following questions:
    How did she create a niche practice to serve Japanese Americans? How did the pandemic lead to endless possibilities for attracting and retaining clients and staff? What allows her to spend her time on what she loves most? How does she build her knowledge and community of other advisors? What do her clients find most valuable about her service offering? 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. 
    PFP and PFS members can get a taste of what the PFP Summit community is all about by joining us for a one-hour discussion on June 29th from 1 to 2 pm ET. Cameron Passmore and Jean-Luc Bourdon, CPA/PFS, will share their experiences with having client conversations about their personal finances in times of high inflation, rising interest rates, stock market volatility, and geopolitical uncertainty. 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
    Using oil and gas investments to offset passive losses {PFP Section}

    Using oil and gas investments to offset passive losses {PFP Section}

    If you have clients with large passive loss carryforwards and you’re looking for ways to absorb these sooner rather than later, investing in oil and gas may be your answer. Join expert Dave Dyer, JD, as he is interviewed by Bob Keebler, CPA/PFS, to fill you in on the opportunities. Dave answers the following questions:
    Where are we with oil and gas and what are the long-term prospects? What is the exception to passive activity rules for certain types of oil and gas investments? What are the risks to a general partner in an oil and gas partnership? When does it make sense to enter these partnerships as a limited partner? Note: If you’re using a podcast app that does not hyperlink to the resources, visit http://pfplanning.libsyn.com/.
    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.

    • 17 min
    How the newly proposed clawback regulations impact estate planning {PFP Section}

    How the newly proposed clawback regulations impact estate planning {PFP Section}

    On April 27, 2022, the IRS released proposed regulations that provide further guidance to the anti-clawback regulations released in 2019. In this PFP Section podcast, Bob Keebler gets you back up to speed on what the 2019 regulations addressed and what you need to be mindful of with the 2022 regulations. He fills you in on how this new guidance applies to estate planning transfers such as notes, GRATs, GRITs, QPRTs, 2701 freezes, and transfers included in an estate.
    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. 
    Read the proposed regulations. Go deeper into estate planning strategies with the PFP/PFS exclusive Adviser’s Guide to Financial & Estate 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
    How the new actuarial tables impact estate planning strategies {PFP Section}

    How the new actuarial tables impact estate planning strategies {PFP Section}

    Newly proposed actuarial tables were released on May 5th to value annuities, life estates, remainders, and reversions. To guide you in how this impacts current estate planning transactions, Bob Keebler interviews Larry Katzenstein and Vince Lackner in this episode of the PFP Section podcast.  They discuss:
    The estate planning strategies impacted by the new tables Planning that may make sense to do before the new tables go into effect When to use the current tables and when to elect to use the proposed tables How to navigate these calculations in software programs like Number Cruncher and Tiger Tables 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. 
    Access the current and proposed tables. Go deeper into estate planning strategies with the PFP/PFS exclusive Adviser’s Guide to Financial & Estate Planning. Find Bob Keebler’s 2022 planning decision charts in the Proactive Planning Toolkit. 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.

    • 19 min
    Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}

    Deeper CPA financial planner connections with Scott Sprinkle {PFP Section}

    Scott Sprinkle, CPA/PFS, learned early in his career that financial planning was his passion because of the difference it made for his clients. He plays the role of financial quarterback, touching the ball with every interaction and decision. Tune in and gain ideas for your own practice as Lyle Benson, CPA/PFS, interviews Scott in this episode of the PFP Section podcast.  They discuss:
     
    How Scott creates stickiness and long-term relationships with his clients How he balances doing tax, investment, and financial planning work for multiple generations What he did to access the network and learning he needed in a small firm environment His best advice for someone who wants to create a firm like his Scott’s prediction for the future of financial 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.
     
    Visit the landing page for Deeper CPA Financial Planner Connectionsto find other episodes in this series. Join your community of CPA financial planners at the Advanced PFP Conferenceat ENGAGE on June 6th through 8th. Attend the Tax and Financial Planning Workshopwith Scott and other CPA financial planners at the Aria or online on June 4th and 5th. For those who meet the requirements of the CPA/PFS experienced track, you can attend the PFS Live! Workshopon June 4th and 5th. Access resources to weave financial planning into your tax offerings.  
    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.

    • 35 min
    Transitioning to retirement and the 4% rule {PFP Section}

    Transitioning to retirement and the 4% rule {PFP Section}

    Retirement is one of life’s most significant transitions because everything changes. Your career likely gives you connection to relationships, meaningful work, a steady paycheck, and a structure to follow. You can give peace of mind to your clients by helping them find purpose in life post retirement and providing guidance so that they don’t fear running out of money. Lauren Minch interviews Oscar Vives, CPA/PFS. They discuss:
    What having a greater purpose in life can help clients avoid The top 2 regrets of the dying that can guide how clients live now The history of the 4% rule and whether it makes sense to rely on this with your clients Balancing the risk of overspending and underspending 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. 
    Hear more from Oscar and other top experts at the upcoming PFP conference at ENGAGE on June 6th through 8th (attend in person or virtually). Access the AICPA PFP/PFS exclusive Adviser’s Guide to 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.

    • 20 min

Customer Reviews

4.6 out of 5
42 Ratings

42 Ratings

fierce sasha III ,

Great Info for Do it yourselfers!

As a recent retiree, I find this information very helpful!

LMSF2014 ,

Very poor audio quality

I really want to get the information contained in the podcast, but the audio quality is too poor. I am new to the profession I would love to include it as a resource in my growing education.

Mike Vondra ,

Great product

I’m a CFP and would love more financial planning content.

Top Podcasts In Education

TED and PRX
Dr. Jordan B. Peterson
iHeartPodcasts
Daily Stoic
Lauryn Evarts & Michael Bosstick / Dear Media
Duolingo

You Might Also Like

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Matthew Jarvis & Micah Shilanski, Finance Rockstars
Morningstar
Bloomberg Tax
Kiplinger
Morningstar