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American Institute of CPAs - Personal Financial Planning (PFP)

Jul 30, 2021

As health savings accounts (HSA) are triple tax free (contribution, growth, qualified withdrawals), these accounts, their uses and balances continue to grow.  In this episode of the PFP Section podcast, Kelley Long shares advanced strategies and common misconceptions of HSAs including:

  • Shoe box strategy for HSAs
  • Using...


Jul 23, 2021

One of the potential tax changes widely discussed is the replacement of the IRC Section 1014 basis adjustment with gain realization at gift, death, and certain other transfers.  In this episode of the PFP Section podcast, Bob Keebler and Marty Shenkman share the impact this could have on clients, including:

  • The...


Jul 16, 2021

Billions of dollars are lost each year due to fraudulent acts against older Americans. In this episode of the PFP Section podcast, Erin Scheithe with the Consumer Financial Protection Bureau (CFPB) gives you tips, tools, and resources to help you and your clients spot, prevent, and report elder financial exploitation....


Jul 9, 2021

Neuroscience aficionado and financial planner Christine Moriarty has made it her life’s mission to connect psychology to financial planning. In this episode of the PFP Section podcast, Christine answers the following questions to support you to best serve your clients.

  • Why does psychology matter to financial advisors...


Jul 2, 2021

People are going through a reckoning of how they want to operate in the world. How can you make your life the well lived life that you want and do the same for your clients? Lauren Minch interviews gerontologist and life stage expert Barbara Waxman in this episode of the PFP Section podcast. Takeaways include: 

  • The...