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American Institute of CPAs - Personal Financial Planning (PFP)

Jan 30, 2019

Guest(s): Jim Sullivan, CPA/PFS

Category: Technical

In this podcast, Jim Sullivan, CPA/PFS, discusses elder planning strategies and answers these questions:

  • Why should you offer elder planning services to your clients?
  • How has elder planning practice changed over the last decade?
  • How can you help your clients navigate...


Jan 23, 2019

Guest(s): Bob Keebler, CPA/PFS

Category: Technical

On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS shares details on the provisions, specifically Notice 2019-07 and...


Jan 23, 2019

Guest(s): Bob Keebler, CPA/PFS

Category: Technical

On January 18th, the IRS released the highly-anticipated final regulations on Section 199A for the qualified business income deduction for pass-through entities. In this podcast, Bob Keebler, CPA/PFS shares an overview of the IRS guidance that was released. Find...


Jan 11, 2019

Guest(s): Lisa Featherngill, CPA/PFS

Category: Technical

In this podcast, Lisa Featherngill, CPA/PFS discusses the impact of taxes on estate planning and answers the questions:

  • What are the major tax considerations practitioners should take into account when doing estate planning?
  • What pitfalls should clients be aware...


Jan 4, 2019

Guest(s): Ross Riskin, CPA/PFS

Category: Technical

In this podcast, Ross Riskin, CPA/PFS discusses college and financial aid planning tips from The Adviser’s Guide to Education Planning. He specifically addresses:

  • Timing of tuition bill payments
  • Determining retirement planning contributions
  • Impact of allowances,...