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American Institute of CPAs - Personal Financial Planning (PFP)

Apr 23, 2021

Guest:  Bob Keebler, CPA/PFS

On April 9th, 2021, the IRS released updated Publication 590-B which has caused much confusion with retirement planning experts. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, puts the key aspects on your radar so that you can best advise families you are helping who have...


Apr 16, 2021

Guest:  Bob Keebler, CPA/PFS

Under the Biden proposals, the capital gain and qualified dividend rate will be 39.6% for those with income of 1 million or more. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, helps you get ahead of this with your clients by sharing:

  • What to be mindful of if we jump to a 39.6%...


Apr 9, 2021

Guest:  Bob Keebler, CPA/PFS

On March 29th the Senate’s Van Hollen and House’s Pascrell released proposals that would result in the realization of capital gains on the date property is transferred by gift, trust, or death. In this PFP Section podcast episode, Bob Keebler, CPA/PFS, gets you up to speed on the latest,...


Apr 2, 2021

Guest:  Bob Keebler, CPA/PFS

This bill, introduced into the US Senate on March 25, 2021, could lay the groundwork for what’s ahead with changes to estate, gift, and trust rules. If passed, the effective date would be December 31st, 2021 and would result in significant increases to federal estate and gift tax.  In this...


Mar 26, 2021

Guest:  Mackey McNeill, CPA/PFS

Mackey McNeill, CPA/PFS, shares when and how she talks about investments with her clients in this episode of the PFP Section podcast. She walks you through her approach to her key ideas including:

  • If your clients loved investments, they wouldn’t use your services.
  • At the end of the...