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American Institute of CPAs - Personal Financial Planning (PFP)

Dec 27, 2019

Guest: Bob Keebler, CPA/PFS

In T.D. 9884, the IRS finalized proposed regulations issued in November 2018 (REG-106706-18), amending Regs. Sec. 20.2010-1 to conform with the temporary increase in the basic exclusion amount for estate and gift tax enacted by the Tax Cuts and Jobs Act. In this episode, Bob Keebler, CPA/PFS...


Dec 20, 2019

Guest: Nadine Gordon Lee, CPA/PFS, CFP®, Managing Director, Metro NY Offices & President, Colony Group Family Office

Philanthropic planning is a unique opportunity for CPAs to help clients plan to use their wealth to support the public good. In this episode, Nadine Lee, CPA/PFS shares how you can help clients simplify...


Dec 17, 2019

Guest: Robert Keebler, CPA/PFS

The SECURE Act passes as part of a spending package and is expected to be signed into law by the President before the end of the year to avoid a government shutdown. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge and solutions that will help you best serve your...


Nov 29, 2019

Guest: Robert Keebler, CPA/PFS

After nearly 20 years since the current set of life expectancy tables were released by the IRS, the IRS released proposed regulations to update these tables for an increase in the average lifespan. In this episode, Bob Keebler, CPA/PFS will discuss practical knowledge that will help best...


Nov 22, 2019

Guest: Ryan Firth, CPA & Shehan Chandrasekera, CPA

Virtual currency experts Ryan Firth, CPA and Shehan Chandrasekera, CPA will discuss what you need to know about the recent IRS revenue ruling on virtual currencies to help you advise your clients:

  • What is virtual currency and cryptocurrency?
  • What are hard forks and...