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American Institute of CPAs - Personal Financial Planning (PFP)

Apr 26, 2019

Guests: Ted Sarenski, CPA/PFS & panelists: Michael Goodman, Brooke Salvini, and Susan Tillery

Category: Practice management

In this episode, CPA financial planners share how they set their client fees in their tax & financial planning advisory businesses and answer the questions:

  • What are the benefits of a fee-only...


Apr 19, 2019

Guests: Ted Sarenski, CPA/PFS & fellow CPA/PFS panelists: Jean-Luc Bourdon, Ellen Bruno, Chris DeBlanc, Michael Goodman, Brooke Salvini, Scott Sprinkle, David Stolz, and Susan Tillery

Category: Practice management

In this episode, CPA financial planners share their experiences with building their tax and financial...


Apr 19, 2019

Guests: Andrea Millar, CPA/PFS & Susan Tillery, CPA/PFS

Category: Professional development

CPAs and financial planning have been around for over a century. Not because we’ve stayed the same, but because we evolve and adapt to finding new ways to better serve clients. You are forward-thinking and relationship-oriented...


Apr 4, 2019

Guest(s): David Grau, Sr. & Michael Goodman, CPA/PFS

Category: Practice management

In this episode, Michael Goodman, CPA/PFS interviews David Grau, president & founder of FP Transitions, who shares the ABCs of succession planning. He answers the questions:

  • What exactly is a succession plan?
  • Why is a succession plan...


Apr 3, 2019

Guest(s): Bob Keebler, CPA/PFS & Mitchell Gans, JD

Category: Technical

In NC Department of Revenue v. The Kaestner Family Trust, the Supreme Court will determine whether the US Constitution’s due process clause prohibits states from taxing trusts based on trust beneficiaries’ in-state residency. In this episode,...