AICPA Personal Financial Planning (PFP)
AICPA & CIMA • Business, Education
AICPA & CIMA • Business, Education
AICPA Personal Financial Planning (PFP)
AICPA & CIMA • Business, Education
AICPA & CIMA • Business, Education

About

Welcome to the AICPA Personal Financial Planning Section podcast. Follow us to receive unlimited access to free podcasts from nationally known experts on topics such as retirement, estate, tax, investment planning, and more. Visit us online at aicpa-cima.com/pfp to join our community and gain access to valuable member-only benefits.

Episodes

  • Deeper CPA financial planner connections with Kelley Long {PFP Section}
    Kelley Long began her career in big 4 accounting like so many other CPAs. However, she had to quickly shift her path with the fallout that happened after September 11, 2001. Her roles as a bank trust officer and as a workplace financial wellness...
  • The best and worst things you can do with insurance – Part 2 {PFP Section}
    In part 2 of this PFP Section podcast series, experts Lee Slavutin, MD, CLU, and Marty Shenkman, CPA/PFS, JD, LLM share planning details to help you guide your clients in the following areas: The different perspectives on long term care (LTC)...
  • What to beware of with QTIP trusts {PFP Section}
    Qualified terminable interest property (QTIP) trusts were created so that spouses could receive the benefit of the marital deduction while also setting aside resources for a surviving spouse and retaining control over what happens to the funds when...
  • The evidence-based qualities of admired advisors {PFP Section}
    Do you want to be the trusted advisor who makes a meaningful difference in your client’s life? One of the ways to do this is to get in touch with the qualities of being that you want to demonstrate consistently with your clients. In this episode of...
  • Deeper CPA financial planner connections with Dr. Moon and Lyle {PFP Section}
    The tables are turned on Lyle Benson, CPA/PFS, in this episode of the PFP Section’s Deeper CPA Financial Planner Connections series. Dr. Haesun Moon, communication scientist, educator, and author, interviews Lyle to pull out the gold threads of his...
  • The why, what, and how behind legacy planning for your clients {PFP Section}
    CPA financial planners help clients live meaningful lives and pass on their legacy. Often, estate planning is heavy on the practical and complex elements that can be seen as the housekeeping of who gets what and when. What we don’t always explore is...
  • The best and worst things you can do with insurance – Part 1 {PFP Section}
    Proper insurance planning is one of the most overlooked areas of personal financial planning. In part 1 of this PFP Section podcast series, experts Lee Slavutin, MD, CLU, and Marty Shenkman, CPA/PFS, JD, LLM share planning details you will want to...
  • Happy 2024 from the PFP EC and PFS CC chairs! {PFP Section}
    PFP Executive Committee (PFP EC) chair, Brooke Salvini, CPA/PFS, and PFS Credential Committee (PFS CC) chair, Oscar Vives, kick off the New Year in this episode of the PFP Section podcast. They answer the following questions: What did you learn in...
  • Deeper CPA financial planner connections with Jim Shambo {PFP Section}
    Jim Shambo is one of the pioneers of the CPA financial planning profession, the PFP Section, and the PFS Credential. He has a lot of insight to offer on many topics that can be useful takeaways for listeners. In this episode of the Deeper CPA...
  • Inherited IRA RMD clarity for 2023 and 2024 {PFP Section}
    Ed Slott, CPA, and Bob Keebler, CPA/PFS, discuss the complicated inherited IRA RMD rules and what is required in 2023 and 2024 in this episode of the PFP Section podcast. Ed and Bob provide clarity in the following areas: An easy formula to use to...
  • Crucial issues related to disability and long-term care insurance {PFP Section}
    150 million Americans live with chronic illness. And yet, disability and long-term care (LTC) insurance are often overlooked in planning with clients. In this episode of the PFP Section podcast, experts Lee Slavutin, MD, CLU and Marty Shenkman,...
  • Life insurance planning strategies for businesses {PFP Section}
    You can give your clients tremendous value by guiding them with their life insurance planning, even if you’re not an insurance expert. In this episode of the PFP Section podcast, Ed Mendlowitz, CPA/PFS, interviews expert Lee Slavutin, MD, CLU to...
  • Deeper CPA financial planner connections: Our history and our future: Part 2 {PFP Section}
    This is part 2 of the PFP Section podcast that marks our CPA financial planning history and celebrates the journey of where we’ve been to take us into the future. We once again invited other AICPA volunteer leaders into the discussion to help us...
  • Deeper CPA financial planner connections: Our history and our future: Part 1 {PFP Section}
    As with any profession, it’s important to understand how we got to where we are today to take us into a successful future. In this 25th episode of the Deeper CPA Financial Planner Connections podcast series, Lyle Benson, CPA/PFS, and Andrea Millar,...
  • What you need to know about CA ING trusts {PFP Section}
    In July, California Governor Newsome signed legislation that disallows the incomplete gift non-grantor trusts (INGs) as a way to avoid CA state tax income. The law is retroactive to January 1, 2023. In this episode of the PFP Section podcast, Bob...
  • Life insurance planning strategies for individuals {PFP Section}
    You can give your clients tremendous value by guiding them with their life insurance planning, even if you’re not an insurance expert. In this episode of the PFP Section podcast, Ed Mendlowitz, CPA/PFS, interviews expert Lee Slavutin, MD, CLU to...
  • The value of qualified small business stock (QSBS) treatment {PFP Section}
    IRC Sections 1202 and 1045 are becoming more popular in recent years due to the tax favorability and private investing being more attractive overall. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews experts Caleb Powers and...
  • Deeper CPA financial planner connections with Sarah Bradley {PFP Section}
    Sarah Bradley, CPA/PFS, took a leap from being an employee to being a first-time business owner practicing in tax compliance and personal financial planning. In this episode of the PFP Section podcast, Lyle Benson, CPA/PFS, facilitates Sarah to share...
  • How to address the qualitative (aka hard) side of planning {PFP Section}
    We often hear about the soft side of planning. As Lisa Featherngill, CPA/PFS, shares in this episode of the PFP Section podcast, this is really the hard side of planning. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews...
  • How to earn interest rate equivalents and pay less in tax {PFP Section}
    Investors have regained interest in investing in bonds in this higher interest rate environment. In this episode of the PFP Section podcast, Bob Keebler, CPA/PFS, interviews expert Mark Fichtenbaum, JD, LLM, to guide CPA financial planners on how to...